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Who We Are
Anthony F. Marchesi, CEP®, AIF®

Mr. Marchesi has over a decade of experience in the financial services industry having started his career at the height of the dot com bubble. In 1999, Anthony joined LPL to deliver independent, objective financial advice. He specializes in comprehensive wealth management and estate preservation. With this approach he's dedicated to providing a complete estate and investment solution.

Education/Designations

As a Certified Estate Planner, CEP®, Anthony sets himself apart as an advisor with specialized education and training related to estate planning.  Mr. Marchesi stresses that every estate plan should be designed to preserveprotect, and pass on an estate to whom they want, when they want, and how they want. Mr. Marchesi believes that each client should enjoy the peace of mind that comes from knowing their estate will be managed during their lifetime as they have directed.

As an Accredited Investment Fiduciary, AIF®, Mr. Marchesi prides himself in having completed a rigorous program designed to provide the education needed to implement a prudent process into his own investment practice as well as being able to assist others in implementing proper polices and procedures.

Anthony holds a Bachelor’s Degree in Business Administration in Finance from Northern Arizona University. During his undergrad, Anthony focused on studying the financial business world, specifically in the area of investment management. Mr. Marchesi feels that he was greatly blessed by his time at Northern Arizona University and seeks to give back to the university in any way he can.

James P. Norris, MBA, APMA®

James P. Norris, MBA, APMA®, specializes in investment management, client portfolio construction, and retirement planning. He is engaged in daily research and evaluation of the economic landscape, as well as constant analysis of investment opportunities. Mr. Norris prides himself on his ability in determining the individual investments within client portfolios through ongoing security selection and dialogues with various investment managers. Mr. Norris enjoys working with clients to determine their individual account needs and to develop personalized investment strategies to help address their specific investment goals. Make sure you click on the The Forum Difference page to learn more about how I aim to make my investment management different than the norm.

Education/Designations

Mr. Norris prides himself in having completed a rigorous specialization program and earned his accreditation of Accredited Portfolio Management Advisor, APMA®. As an Accredited Portfolio Management Advisor, he aims to set himself apart from the average advisor, by displaying his understanding and ability to implement the scientific background that goes into constructing customized investment portfolios. This accreditation is important to James, as he prides himself on developing personalized investment strategies, rather than using a cookie-cutter approach that unfortunately he has seen that many advisors utilize today.

Mr. Norris earned his Master’s Degree in Business Administration, with an Emphasis in Finance, from the highly nationally ranked W.P. Carey School of Business, at Arizona State University. The innovative program at W.P. Carey, gave James specialization in the functional areas of business as well as the skills to broaden his professional and managerial abilities. As a MBA graduate, Mr. Norris has placed himself into an elite group of business professionals, and applies his education to his career as a financial advisor on a daily basis.

Mr. Norris holds a Bachelor’s Degree in Business Administration in Finance, with a Certificate in Investments, from Northern Arizona University. During his undergrad, he focused on studying the financial business world, specifically in the area of investment management. Mr. Norris also placed an emphasis on studying international business, and spent six months at the International Business School, in Groningen, Netherlands. As a member of NAU’s Student Managed Investment Fund, he studied investment opportunities and was part of the student management team that managed a portion of the school’s actual investment portfolio. This investment team competed on a national level with other collegiate investment teams and was recognized in the top three in the nation during the two years James was involved.

 

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