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Wes Norton, CFP®

Wealth Manager
Wes Norton serves as a Wealth Manager, working directly with his 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. Wes brings to his clients nearly 20 years of experience in the financial services industry, largely focused on providing comprehensive wealth management services to affluent clientele. Prior to joining Creative Planning, he worked for an international financial advisory firm as a Senior Wealth Advisor. Wes earned a Bachelor of Science degree in Accounting from Appalachian State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Wes and his wife Whitney have two children – Ellison and Weston. In his spare time, Wes enjoys activities in the “great outdoors” and spending time with his family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021