Laurel NorrisLaurel NorrisExecutive DirectorWealth Advisor
LinkedInAbout Laurel
Laurel Norris is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Laurel brings clients more than 20 years of wide-ranging wealth management experience. Prior to joining the firm in 2023, she spent two years with her colleagues at First Republic as a Managing Director and Wealth Manager. Before that, she spent 15 years with them at Abbott Downing—a boutique wealth management arm of Wells Fargo, where she was a Managing Director and Senior Portfolio Manager. Previously, Laurel worked at Wells Fargo within the Family Wealth Group and Private Bank. In 2002, she launched her financial career in equity research at Banc of America Securities.
Laurel helps oversee the group's asset allocation, manager selection and tactical adjustments within each client's portfolio. She is particularly skilled in managing multi-asset class portfolios with a concentration of alternative investments.
Passionate about knowing clients exceedingly well, Laurel is devoted to connecting the dots in clients' lives with strategies that satisfy their goals. She relishes the opportunity to serve fascinating people and get to know their families. Engaging clients in thoughtful conversations is emblematic of Laurel's discovery process—one in which she seeks to account for clients' mindsets and motivations.
Laurel is a Certified Investment Management Analyst®(CIMA®) professional and holds the professional designation of Chartered Alternative Investment AnalystSM (CAIA®).
Laurel holds a B.S. in Business Economics from Brown University, where she played varsity volleyball. Today, Laurel coaches her two daughters in volleyball and is active in school fundraising activities. She also enjoys a healthy lifestyle—practicing yoga and cooking alongside her husband, Sean. The family makes its home in Marin County.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors. CAIASM and Chartered Alternative Investment AnalystSM are service marks owned by CAIA Association®.
Insights
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowBusiness succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowThe next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read NowWhere to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowHow parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read NowFinding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now