Garrett K Norton

Owner, Financial Advisor

Series 7 and Series 66 licensure held with LPL Financial

I always knew that my life-long passion surrounding contrarian investment philosophy would shape my paradigm of the world around me. Despite beginning on the heels of the ‘08-‘09 recession, my passion for investing was set in stone when I was able to secure enough profit from trading a healthcare stock to fund my first business endeavor, a nutraceutical wholesale business I co-founded while studying Finance at Southeastern Louisiana University. Realizing the freedom that investing afforded me, I decided to make it my singular mission to empower other entrepreneurs with my penchant for fiscal strategy.

I began my career at Merrill Lynch, and through the years built my practice around entrepreneurs and corporate retirees. This experience formed a client service model that specifically caters to the needs of these families. Through a collaborative effort with my clients’ team of CPAs and attorneys, I strive to deliver optimal outcomes that meet or exceed  expectations.

Through founding East Pointe Wealth Advisors Inc. by going independent with LPL Financial, LLC, I have built a boutique advisory practice focused on gaining a deep understanding of my clients’ personal objectives and highlighting each of them within a comprehensive, individualized financial plan.

The impetus for transitioning my business from the corporate world to an independent practice stems from my goal to work with a select group of clients, but to serve that group to the highest degree.

Pairing my drive to help others pursue their financial goals and my dedication to meticulously performing due diligence, my mission is brought to life by helping you realize your goals starting the very moment you take the first step.

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Find out how I serve My Clients

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