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Brian Norris

Wealth Advisor

bnorris@merceradvisors.com

509.444.7007

Brian has more than 30 years of experience in wealth management, working with individuals and families to help build, preserve, and efficiently transfer their wealth. Brian has been a CERTIFIED FINANCIAL PLANNER™ professional since 2014, and obtained the Certified Plan Fiduciary Advisor certification as well. Brian graduated from Washington State University with a degree in finance in 1986. He is a graduate of the Northwest Intermediate Banking School and the Western Agricultural Banking School. Brian is the board chair for Community Frameworks a nonprofit organization whose mission is to create affordable housing as a catalyst to help communities thrive. Born and raised in Spokane, Brian enjoys spending time with friends and his two grown children, as well as skiing, golfing and training as an avid Spartan obstacle racer.

Coeur d’Alene

1250 Ironwood Drive
Suite 110
Coeur d'Alene, Idaho 83814

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Spokane

201 W North River Drive
Suite 380
Spokane, Washington 99201

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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