Gregory S. Norris CFP®, MBA

Gregory S. Norris CFP®, MBA

Gregory S. Norris CFP®, MBA

Legacy Partner

Office: (800) 634-1965


I began my career in financial services in 2001 with firms like MetLife and Merrill Lynch, and later spent many years at Barrell Investment Group, where I became President & CEO in 2011. I’ve helped lead key

initiatives - including launching our RIA and partnering with Apex Investment Group - to enhance flexibility, transparency, and client service.

 

I enjoy spending time with my wife, Toni, along with boating, golfing, and being with our children and grandchildren.


I began my career in financial services in 2001 with firms like MetLife and Merrill Lynch, and later spent many years at Barrell Investment Group, where I became President & CEO in 2011. I’ve helped lead key

initiatives - including launching our RIA and partnering with Apex Investment Group - to enhance flexibility, transparency, and client service.

 

I enjoy spending time with my wife, Toni, along with boating, golfing, and being with our children and grandchildren.


I began my career in financial services in 2001 with firms like MetLife and Merrill Lynch, and later spent many years at Barrell Investment Group, where I became President & CEO in 2011. I’ve helped lead key initiatives, including launching our RIA and partnering with Apex Investment Group, to enhance flexibility, transparency, and client service.


I enjoy spending time with my wife, Toni, along with boating, golfing, and being with our children and grandchildren.