Brett Norris, CFP®

Brett Norris, CFP®, JM, joined Ferguson Wellman in 2023 and is a vice president of portfolio and wealth management. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who adheres to a disciplined approach and process to fully understand clients’ goals and provide the best possible financial and investment counsel. In his role, Brett works with both institutional and private clients, helping to connect investment management, tax strategy and estate planning into cohesive financial strategies. He also serves on the firm’s wealth management team and is a co-chair of the firm’s internship program.

Before joining Ferguson Wellman, Brett was a senior financial planner at Keen Wealth Advisors in Overland Park, Kansas, and an advisor at The Welch Group in Birmingham, Alabama. He earned his B.S. in finance from the University of Alabama, with concentrations in personal wealth management, insurance and risk management, and his Juris Master (J.M.) in taxation from the University of Alabama School of Law, graduating cum laude.

Active in the Portland and Southwest Washington communities, Brett serves on the board of the Japanese Garden Foundation of Oregon; the ambassador board and Finance Committee of Big Brothers Big Sisters Columbia Northwest; and the Professional Advisory Council of the Community Foundation for Southwest Washington.

In his free time, Brett enjoys traveling with his wife, spending time outdoors and following Alabama athletics.