Our Richmond, Virginia Team

Robert Norris, CLU, CRPC | Managing Partner

Premier Planning Group
9030 Stony Point Parkway, Suite 590
Richmond, VA 23235
Phone: (804) 327-2482

robnorris@premierplanninggroup.com

Rob, a graduate of University of Richmond's Robin School of Business, entered the financial services industry in 1974. He has continuously worked with professionals, business owners and individuals in the areas of estate preservation, employer/employee benefit planning, retirement accumulation and distribution, and long-term care.

Rob holds the Chartered Life Underwriter and Chartered Retirement Planning Counselor designations from the American College and College for Financial Planning. He is a member and past president of the Richmond Chapter Society of Financial Service Professionals. He is an Investment Advisory Representative with Lincoln Financial Securities Corporation and has successfully completed the FINRA sponsored series 6, 63 and 65 examinations.

Currently, Rob and his wife Anne live in Richmond and have two grown daughters. He enjoys old car and truck restoration and has many years of service on the Parish Council and Food Festival Committee of St. James Armenian Church.

115 West Street (Suite 200) Annapolis, MD 21401
Phone: 443.221.4011   Fax: 410.216.9515   Email: danwharris@premierplanninggroup.com
*Investments are offered through representatives of Lincoln Financial Securities Corporation, Member SIPC, to residents of AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, PA, RI, SC, TN, TX, VA, VI, WA, WI & WV. Advisory services are offered to residents of the states of MD, VA & NC through representatives of Lincoln Financial Securities. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance & annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities and Premier Planning Group are not affiliated.