Bret Norris

Due Diligence Officer at M Financial Group - Portland, Oregon, US

Bret Norris's Colleagues at M Financial Group
Mark Jones

Director, Case Design and Case Management

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Brian Murphy

Senior Wealth Management Analyst

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Lauren Altemari

Solutions Delivery Specialist, Sr.

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Haley Perrick

Meetings and Events Project Manager

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Matt Mylroie

Vice President, Case Design & Management

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Bret Norris's Contact Details
HQ
(503) 232-6960
Location
Portland, Oregon, United States
Company
M Financial Group
Bret Norris's Company Details

M Financial Group

Portland, Oregon, US • 299 Employees
Financial Services

With more than 135 Member Firms in 36 states and the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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Frequently Asked Questions about Bret Norris
Bret Norris currently works for M Financial Group.
Bret Norris's role at M Financial Group is Due Diligence Officer.
Bret Norris's email address is ***@mfin.com. To view Bret Norris's full email address, please signup to ConnectPlex.
Bret Norris works in the Financial Services industry.
Bret Norris's colleagues at M Financial Group are Mark Jones, Brian Murphy, Gabrielle Thomas, Lauren Altemari, Wes Thompson, Haley Perrick, Matt Mylroie and others.
Bret Norris's phone number is (503) 232-6960
See more information about Bret Norris