Garret Norris, CFP

Garret Norris, CFP

OSJ

Garret Norris, CFP© as our Office of Supervisory Jurisdiction, OSJ, oversees and approves all suitability and other activities initiated at Mont Wealth Financial Advisors. 

Garret is a Graduate of Towson University in Maryland and an Investment Advisor Representative. Mr. Norris is a Registered Principal, Certified Financial Planner Certificate Holder and a Chartered Financial Consultant who holds the following Securities Registrations and Insurance Licenses: Series 6, 7, 24, 63, 65, Life Health, Long-Term Care, Disability, Property & Casualty, and Fixed and Variable Annuity.

Garret serves as a volunteer draft board member, a Presidential Appointed position, in Lee County, Florida. He has practiced professionally in Southwest Florida since 1990.