Norma has been with RBC Wealth Management since 2016 and she joined the Galbraith Investment Group in 2018. As a member of the Galbraith Investment Group, Norma’s responsibilities include client relationship management, due diligence and day-to-day investment management. Norma believes in having a complete understanding of each client’s current financial situation and life goals, utilizing the RBC WealthPlan as a guide to asset allocation and retirement planning. She also serves as the team’s coordinator, overseeing business and operational management and helping the team utilize all available resources to best serve our clients.
Norma started her career in 1990 with Smith Barney-Morgan Stanley, she was a leader in the service and operations departments at the complex level, focusing on consistency, quality and efficiency. She has been a member of various advisory groups during her career, where she provided advice for positive change in processes, systems, policies and client service.
She earned a Bachelor of Arts degree in business management with a concentration in finance from Eckerd College. Norma passed the Series 7, 63, 65, 8 and 3 exams and holds Texas life, accident and health insurance licenses. In 2019, she successfully completed the Accredited Wealth Management AdvisorSM or AWMA® professional designation program and in 2021 Norma achieved the CERTIFIED FINANCIAL PLANNER™ certification. In 2022, she was selected to RBC Wealth Management’s Portfolio Manager – Portfolio Focus Group, a designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses.