Brett Norris is a CERTIFIED FINANCIAL PLANNER™ who serves as a financial planner at Keen Wealth Advisors. In his role with the firm, Brett works closely with clients to develop and maintain customized financial plans designed to meet their goals for retirement and leave a meaningful legacy for their families and communities. Prior to joining Keen Wealth, Brett worked for a private wealth management firm in Birmingham, Alabama, where he advised high-net worth individuals in a similar capacity for five years.
As an undergraduate, Brett attended the Culverhouse College of Business at the University of Alabama where he earned a bachelor’s degree in finance and concentrated in studying personal wealth management, risk and insurance management. He is also an alumnus of the University of Alabama School of Law, where he earned a juris master’s degree in taxation and graduated with honors.
Outside of the office, Brett and his wife, Mary, enjoy spending time outdoors, traveling, and visiting with their friends and family.