Laurel NorrisLaurel Norris
Executive Director
Wealth Advisor

"Clients come to us for the rigor, expertise and attention generally found in a family office. Our team is comprised of tenured professionals with experience managing customized portfolios for clients with complex needs. We have the pleasure of working with an inspiring group of clients and value our position as advisors, helping put clients’ minds at ease so they can focus on what is most important to them."

About 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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.