Helping people create, manage, and preserve wealth.

Norman G Grevey, Financial Advisor


norm office pic

Norman G Grevey (Norm) has 32 years of investment experience in the financial services industry. Norm holds FINRA Series 7, 63, and 66 licenses as well as Insurance Life and Health licenses. After graduating from the University of Dayton, Norm started his career with Smith Barney in 1991 as a Financial Consultant in Dayton, Ohio. Norm serviced clients for 13 years before joining Fifth-Third Bank in Oakwood as a Senior Retail Investment Consultant.

In 2011, Norm started his independent investment advisory career at LPL Financial and joined the Wealth Management Group, Inc. (WMG) RIA firm in 2014. Norm is a financial advisor and branch manager (non-office of supervisory jurisdiction) of the WMG South Office located in historic downtown Springboro, Ohio.

Norm provides his clients with customized financial and investment plans that are developed to meet and enhance his client’s needs and objectives. Norm provides retirees with retirement and income planning, young families with college savings plans, and he develops and services investment plans for high-net-worth individuals and families. Norm focuses on providing tremendous customer service for his clients and provides wealth management needs for small businesses and non-profit organizations.

Background

Norm lives in Springboro, Ohio with his wife Angie and their three children Connor, Catie, and Chase. Norm was captain and a 4-year letterman for the University of Dayton Flyers basketball program from 1987-1991. He was a 2-time winner of the John L. Macbeth Scholar Athlete award and participated in the 1990 NCAA tournament. Norm still holds the record for most 3-pointers made (9) and attempted (17) in a game for the Dayton Flyers and ranks second all-time in 3-point accuracy. Norm is a member of both the Bulter County Sports and Hamilton City Schools Hall of Fame. Norm is active with UD alumni and is a frequent guest on ESPN radio covering the Dayton Flyers and the TBT Red Scare. Norm is also a proud member of the Springboro Chamber of Commerce.

Contact Norm

Address: 20 S. Main St., Springboro, Ohio 45066
Phone: (937) 371-6798
Email: [email protected]

What sets WMG apart?

WMG requires our advisors to operate as “fiduciaries” for our clients.

What is a fiduciary? A fiduciary is an advisor who must act in your best interest.

WMG advisors must do their best to ensure their advice is informed by complete information, which means looking into all potential options for a client. Advisors are also required to avoid and disclose any conflicts of interest, and always aim to execute trade orders at the lowest price and with the most efficiency.

If you’re looking for a financial professional that will always put your interests first, you’re in the right place.

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