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Susan L
CFP®, Series 66
Banner Elk, NC
Cetera
Susan Leonard is a CFP® professional with 20 years of experience in financial advising. She is currently with Cetera and has previous experience at VOYA Financial Advisors and Egan, Berger, and Weiner, where she remains involved as an Associate Financial Planner. Leonard serves as vice president of her homeowners association and is a board member of a local nonprofit community park. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.
Garret N
CFP®, ChFC®, Series 66
Banner Elk, NC
Cetera
Garret Norris is a CFP® and ChFC® affiliated with Cetera, holding Series 66 designation and bringing 34 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and also serves as President of Retirement Advisors Inc. Norris volunteers on a government board reviewing conscientious objector claims for the U.S. Selective Service System. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients.
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