DeKALB – Val Norris, a financial adviser and investment management consultant at Castle Bank, was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James.
The institute was developed to help financial advisers drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisers. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
Norris attended a three-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. By successfully completing the program and examination, Norris earned the designation of investment management consultant.
Norris specializes in helping families to protect their assets with wealth management strategies.