Brett Norris, CFP®

Brett Norris, CFP®, is a vice president of portfolio and wealth management at Ferguson Wellman, based in Portland, Oregon. He joined the firm in 2023, and brings more than 10 years of experience in financial services. Brett works with institutional and private clients alike, bringing together investment management, tax strategy and estate planning into a single, cohesive financial strategy. He brings technical depth in tax and estate matters to help families and organizations navigate the considerations that shape their long-term wealth decisions. Brett serves on the firm’s wealth management team, in addition to co-chairing the firm’s internship program.

Prior to 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.

Education and Designations:

• CERTIFIED FINANCIAL PLANNER® professional
• Juris Master in Taxation, cum laude, The University of Alabama School of Law
• Bachelor of Science in Finance, The University of Alabama

Community Engagement:

• Board Member, Japanese Garden Foundation of Oregon
• Ambassador Board and Finance Committee, Big Brothers Big Sisters Columbia Northwest
• Professional Advisory Council, Community Foundation for Southwest Washington
• Member, Estate Planning Council of Portland
• Member, Estate Planning Council of Southwest Washington
• Member, Financial Planning Association of Oregon and Southwest Washington
• Member, Culverhouse Executives Society, The University of Alabama