Walmsley, Norris, & Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Andrew Walmsley

Andrew Walmsley

CFP®, APMA®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Andrew Walmsley's website
Advisor photo for Lori Norris

Lori Norris

CFP®, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Lori Norris's website
Advisor photo for Chase Petty

Chase Petty

Associate Financial Advisor

Visit Chase Petty's website


Team

Anna Vandiver

Anna Vandiver

Marketing Manager,

Executive Assistant

Qualifications

  • Pfeiffer University, Charlotte, NC-Business Administration-2007

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Tess Floyd

Tess Floyd

Business Development Manager

Lisa Cano

Administrative Assistant