About us

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Sponsor status
Bronze
Location

8015 West Kenton Circle STE 200
Huntersville, NC 28078

Website
fa.ml.com/north-carolina/huntersville/thelakenormangroup
Get in touch
(704)-564-9006
Get in touch
scott.stimson@ml.com