As a Financial Planner, 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.
Brett earned a Juris Master's degree in Taxation from the University of Alabama School of Law.* He also 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. Brett is also a CERTIFIED FINANCIAL PLANNER™ professional.
Outside of the office, Brett and his wife, Mary, enjoy spending time outdoors, traveling, and visiting with their friends and family.
*Brett Norris is not a practicing attorney and did not sit for the bar exam. He will not be soliciting advisory clients for legal or tax services.