Libby Norris, Cfp®
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Libby Norris, Cfp® Email & Phone Number

VP, Wealth Planner at Fidelity Investments at Fidelity Investments
Location: Hilton Head Island, South Carolina, United States 7 work roles 1 school
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Current company
Fidelity Investments
Role
VP, Wealth Planner at Fidelity Investments
Location
Hilton Head Island, South Carolina, United States
Company size
52767 employees

Who is Libby Norris, Cfp®? Overview

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Quick answer

Libby Norris, Cfp® is listed as VP, Wealth Planner at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Hilton Head Island, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Libby Norris, Cfp®.

Libby Norris, Cfp® previously worked as VP, Wealth Planner at Fidelity Investments and Retail Sales Manager at Vanguard. Libby Norris, Cfp® holds Bachelor Of Arts (B.A.), Public Relations, Advertising, And Applied Communication from Clemson University.

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Fidelity Investments

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Profile bio

About Libby Norris, Cfp®

I am a highly driven and motivated person working in the financial services industry. I am fascinated by people and interpersonal communication, and I enjoy learning more about how we communicate with each other. I am passionate about social justice, serving others, and helping my clients create financial plans that align with their goals. Volunteerism is an integral part of who I am, and I enjoy giving back to my community in any way that I can. If you would like to connect or chat, please feel free to reach out!

Current workplace

Libby Norris, Cfp®'s current company

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Fidelity Investments
Fidelity Investments
VP, Wealth Planner at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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7 roles

Libby Norris, Cfp® work experience

A career timeline built from the work history available for this profile.

Vp, Wealth Planner

Current
Fidelity Investments

Hilton Head Island, South Carolina Area

May 2023 - Present

Retail Sales Manager

Vanguard

Charlotte, North Carolina, United States

  • Led a team of 10 hybrid outreach senior sales consultants producing approximately $120 million in asset capture and 350 financial advice engagements per month
  • Conducted regular call reviews and coaching sessions to provide support in professional development and refine sales proficiency
  • Supported department outcomes by managing operational workstream for inbound sales business
Feb 2022 - Apr 2023

Senior Sales Consultant, Dedicated Outreach

Vanguard

Charlotte, North Carolina, United States

  • Utilized proprietary sales framework to deepen existing client relationships by understanding client investment needs, identifying opportunities for additional asset consolidation, and aligning appropriate portfolio.
  • Consolidated more than $60 million in assets from external financial institutions via uncommitted prospect leads with no prior relationship with Vanguard
  • Employed targeted follow up strategy to manage pipeline of uncommitted leads to increase conversion rate and win business for Vanguard
Nov 2020 - Feb 2022

Senior Sales Consultant

Vanguard

Charlotte, North Carolina, United States

  • Managed a book of approximately 100 existing and prospective clients to secure new assets and implement appropriate advice solutions
  • Conducted proactive outreach campaign targeting existing Vanguard clients to discover opportunities for asset consolidation and uncover needs for financial advice
Jun 2020 - Nov 2020

Sales Consultant

Vanguard

Charlotte, North Carolina

  • Managed a book of approximately 100 existing and prospective clients to secure new assets and implement appropriate advice solutions
Jul 2019 - Jun 2020

Brokerage Investment Professional

Vanguard

Charlotte, North Carolina Area

  • Discussed topics such as portfolio allocation, risk tolerance, and asset management to help clients meet their unique investment goals
  • Utilized client relationship management skills to identify cues that indicated a need for investment guidance
  • Executed client transactions and responded to client inquiries with an emphasis on quality, accuracy, and professionalism
Jul 2017 - Jun 2019

Digital Marketing Specialist

Townsquare Interactive

Charlotte, North Carolina

  • Managed a book of approximately 250 clients to improve their online business presence
  • Provided comprehensive organic search engine optimization services to improve client visibility onsearch engine page results
  • Conducted regularly scheduled client meetings to review progress and ensure satisfaction
  • Contributed specific ideas to increase online exposure through website and social media channels
  • Identified necessary shifts in clients’ marketing campaigns and edited websites to align with campaigngoals
  • Collaborated with a team of ten individuals to increase client retention and identify areas ofopportunity
Mar 2016 - Jun 2017
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

TS Tarun Shedhani Tarun Shedhani Colleague at Fidelity Investments Keller, Texas, United States, United States View → AJ Andrea Johnson Andrea Johnson Colleague at Fidelity Investments Spanish Fork, Utah, United States, United States View → KR Kaushik Ramamurthy Kaushik Ramamurthy Colleague at Fidelity Investments United States, United States View → SM Shelby Matteck Shelby Matteck Colleague at Fidelity Investments Dallas-Fort Worth Metroplex, United States View → NS Nicolas Souffrant Nicolas Souffrant Colleague at Fidelity Investments Greater Boston, United States View → NS Narasimhamurthy Sridhar Narasimhamurthy Sridhar Colleague at Fidelity Investments Bengaluru, Karnataka, India, India View → SN Sohini Nath Sohini Nath Colleague at Fidelity Investments Greater Boston, United States View → DG Destin Garner Destin Garner Colleague at Fidelity Investments Jacksonville, Florida, United States, United States View → ZS Zachary Schlueter Zachary Schlueter Colleague at Fidelity Investments Atlanta Metropolitan Area, United States View → DJ Denise James Denise James Colleague at Fidelity Investments Duncanville, Texas, United States, United States View →
1 education record

Libby Norris, Cfp® education

FAQ

Frequently asked questions about Libby Norris, Cfp®

Quick answers generated from the profile data available on this page.

What company does Libby Norris, Cfp® work for?

Libby Norris, Cfp® works for Fidelity Investments.

What is Libby Norris, Cfp®'s role at Fidelity Investments?

Libby Norris, Cfp® is listed as VP, Wealth Planner at Fidelity Investments at Fidelity Investments.

Where is Libby Norris, Cfp® based?

Libby Norris, Cfp® is based in Hilton Head Island, South Carolina, United States while working with Fidelity Investments.

What companies has Libby Norris, Cfp® worked for?

Libby Norris, Cfp® has worked for Fidelity Investments, Vanguard, and Townsquare Interactive.

Who are Libby Norris, Cfp®'s colleagues at Fidelity Investments?

Libby Norris, Cfp®'s colleagues at Fidelity Investments include Tarun Shedhani, Andrea Johnson, Kaushik Ramamurthy, Shelby Matteck, and Nicolas Souffrant.

How can I contact Libby Norris, Cfp®?

You can use AeroLeads to view verified contact signals for Libby Norris, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Libby Norris, Cfp® attend?

Libby Norris, Cfp® holds Bachelor Of Arts (B.A.), Public Relations, Advertising, And Applied Communication from Clemson University.

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