Norma Whitsitt - RBC Wealth Management

Norma Whitsitt, CDFA®, CEPA®, CFP®

First Vice President - Financial Advisor, Senior Portfolio Manager

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 and focused on consistency, quality and efficiency. As a member of various advisory groups during her career, Norma has offered advice for positive changes to processes, systems, policies and client service. In 2018, she partnered with a team of financial advisors, and in 2024 she transitioned to an individual practice within RBC Wealth Management.

Norma earned a Bachelor of Arts degree in business management with a concentration in finance from Eckerd College in 2019. She passed the Series 7, 9, 10, 63, 65 and 8 exams and holds Texas life, accident and health insurance licenses.

In 2021, Norma earned the CERTIFIED FINANCIAL PLANNER® certification. While not required for her role at RBC Wealth Management, she pursued this certification to further enhance her skills and offer an even higher level of service to clients. The experience it provides allows her to help clients achieve their financial goals. The CFP® certification involves extensive coursework in areas such as financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance, culminating in a one-day certification examination. This training and certification, combined with Norma’s ongoing collaboration with tax and legal professionals, helps her offer clients well-rounded advice that is tailored to their unique situation.

In 2025, Norma earned her Certified Divorce Financial Analyst (CDFA®) certification. While pursuing this designation was not required for her role at RBC Wealth Management, Norma now has the skills to help negotiate the financial issues of divorce; including analyzing data, division of property, reviewing pensions and/or retirement plans.

In 2026, Norma was honored to be selected to RBC Wealth Management’s Senior Portfolio Manager Group. This prestigious designation is reserved for financial advisors who have demonstrated a high level of success in building discretionary portfolio management practices. Norma’s inclusion in this group reflects her commitment to designing and managing portfolios that meet the individual needs of her clients.

In 2026, Norma earned the Certified Exit Planning Advisor (CEPA®) designation, which is administered by the Exit Planning Institute. Norma is trained to help business owners grow their company’s value, consider different tax strategies and execute successful, profitable exit strategies or business transitions.

Norma is a native of Midland, Texas. Her family includes her husband, Michael, five adult daughters and ten grandchildren. They enjoy taking long walks with their Rhodesian ridgeback, Mija. When not caring for their parents, Norma and Michael love reading, going to the gym and spending time outdoors. They also enjoy volunteering at various local nonprofit organizations and events, such as the West Texas Food Bank, and support several nonprofit organizations whose missions align with their faith.

Norma Whitsitt, CDFA®, CEPA®, CFP®

First Vice President - Financial Advisor, Senior Portfolio Manager

432-687-8969 432-813-7740

Email |

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Vivian Frederick

Internal Wealth Strategist

As an internal wealth strategist, Vivian is our subject matter expert in complex planning concepts and the tools that support our planning platform. He also assists advisors with effective client discovery, developing and monitoring wealth plans and planning presentations.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean works with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Linette Carlson

Insurance and Annuities Specialist

As an insurance and annuity product specialist, Linette helps financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Brian Cleary

Managed Portfolio Strategist

As a member of the Managed Portfolio Strategies team, Brian serves as the primary source of advice on mutual funds, exchange-traded funds and managed accounts. The team provides customized advisory support via investment strategy, product selection and portfolio construction, as well as contributing to the management of discretionary model portfolios.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields