Joe Norris

Co-owner/Founder/Principal

Phone: (502) 420-9912
Fax: (502) 420-9913
E-mail: jnorris@ccmresource.com

Joe has earned his Series 7, General Securities License along with his Life and Health Insurance License.  In February 1980 Joe joined the firm of Edward Jones in St. Louis, Missouri and took over their local office in Piqua, Ohio in May of 1980. He was offered the opportunity to join and become a shareholder of Alexander Investment Services in November 1981, a Louisville, Kentucky financial services firm, which, specialized in qualified retirement plans. Joe earned his Series 24 General Securities Principal License while he was there. In February 1994, Joe, Scott and Ray left Alexander Investment Services to establish a separate practice and the three of them continue to work together. Joe's high net worth clients are spread throughout the U.S. in 19 states and require him to be out of the office about one week of each month. Besides seeing clients; Joe meets with numerous analysts and portfolio managers each year; his outside activities include membership on several local charity boards and an occasional round of golf.  Joe is a Registered Representative of Walnut Street Securities, Inc.