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