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Levi Norton, Financial Advisor

FINANCIAL ADVISOR
Levi R Norton

58563 Columbia River Hwy, St Helens, OR 97051opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • College Savings
  • Estate & Legacy Strategies
  • New Investors
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

About Levi

As a financial advisor, my goal is to make sure that my clients feel comfortable in what can be a sensitive topic in life – what do I do with my money? I partner with my clients to dive deep into their vision of the future to make a living comprehensive strategy for their finances through all stages of their life. I really enjoy helping all people, from young adults who have just gotten their first job to new families who are looking to purchase a home or save for their child's future, or nearly/newly retired people who want to...

Work History

  • Edward JonesSeptember 2023 to Current
  • St. Helens School District 502August 2020 to June 2023

Team Members

  • Kari Smith
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(503) 366-1166

Fax

(866) 322-7576

Office Address

58563 Columbia River Hwy
St Helens, OR 97051opens in a new window

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