Mary T Norton

Financial Advisor

Raleigh, North Carolina

Professional Profile

Call Me When

Call Me When... Business planning, financial services & retirement planning for small business owners;

Contact Method

mary@vesta-wealth.com

Profession

  • Wealth Manager
  • Professional Certifications

    CFP; MBA-Finance

    Functional Expertise

  • Cash management
  • Family business
  • Investments
  • Risk management
  • Exit/Transition Planning
  • Business Focus

    financial planning & investment management

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Health/Pharma/Biotech
  • Software/Internet
  • Client Results

    Membership

    Triangle

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX