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Our financial advice team


Mary Norman-Hales, Associate Financial Advisor serving the Wilson, NC area - Ameriprise Advisors

Mary Norman-Hales

Associate Financial Advisor

Plan4it Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Small Business
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Investment Management
  • Investments

Education

  • BS Communications, Barton College, Wilson, NC

Awards & recognition

  • Ameriprise Client Experience Award, 2023

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Community participation

Yay!!! I completed the 2021 Gobble Wobble!  I'm looking forward to the 2022 event.
Yay!!! I completed the 2021 Gobble Wobble! I'm looking forward to the 2022 event.

participant in The Arc of Wilson's annual 5K Gobble Wobble

member of Barton College Alumni Board

volunteer at Barton College football games

Interests

When I'm not in my office, I enjoy spending time with my family, working in the yard, playing outdoors and volunteering for organizations I support.

A perfect day to me would include going to the beach with my family, collecting shells and watching my kids dig in the sand for hours on end. I also love family movie nights either out on the town or at home all snuggled up on the couch. To relax and unwind I like to take our Pug, Sophia on walks or go on a bike ride with my grandson and play at a park.

During football season you can find me (and I usually bring along my kids) volunteering at Barton College's home games....go Bulldogs!