Marie Norkett, CFP®
Wealth Manager, Partner
Marie serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Marie offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Marie served as a Senior Wealth Advisor at a national independent investment advisory firm.
Marie received her Bachelor of Science degree in accounting from Le Moyne College and is a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards. She is also a member of the Financial Planning Association, chairperson of the Professional Advisor Council for the Central New York Community Foundation, and a sustaining member of the Junior League of Syracuse.
Marie and her husband, Doug, enjoy traveling, spending time with family and taking in various sporting events.
Articles by Marie Norkett, CFP®
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