Celeste Norris

Background

About Celeste Norris

I am a Senior Financial Advisor at LPL Financial, a leading independent broker-dealer that provides comprehensive financial services and solutions to clients across the US. I hold the Chartered Retirement Planning Counselor™ or CRPC™ professional designation, which demonstrates my commitment to excellence and ethics in retirement planning. I also have a Master of Business Administration (MBA) in Business Administration and Management from Jack Welch Management Institute, a prestigious online program that teaches the principles and practices of effective leadership and management. With over five years of experience in the financial services industry, I have developed skills in financial planning, investment management, client relations, and sales. I help clients achieve their financial goals and retirement dreams with customized solutions and personalized service. In my previous roles as a Sales and Service Representative at First Citizens Bank and a Registered Client Associate at Wells Fargo Advisors, I managed multiple accounts, increased client satisfaction, and generated new business opportunities. I am semi-fluent in Spanish and have a passion for helping clients from diverse backgrounds and cultures. I am a team player, a lifelong learner, and a trusted advisor who strives to deliver value and satisfaction to my clients.