Jacob Porter

William Norris is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he employs a goal-based wealth management approach to help clients achieve alignment with their financial objectives. He utilizes Merrill’s platform and resources to provide tailored strategies suited to clients’ unique circumstances. Mr. Norris has expertise in areas including estate planning services, investments, tax minimization strategies, wealth transfer, retirement income, and retirement benefits consulting. He holds professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also registered with the Nationwide Mortgage Licensing System (NMLS) and licensed with the State of Georgia Department of Insurance. He earned both a bachelor’s degree and a master’s degree in accounting from the University of Florida. Beyond his advisory duties, Mr. Norris spends time working with companies to implement and manage their retirement benefits. He and his wife, Amy, live in Marietta, Georgia, and volunteer as scuba divers at the Georgia Aquarium.