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Norman Lee Plotkin, JD, CLU®, ChFC®, AEP**

Norman Plotkin works with each of his clients with the goal of helping them earn more money through improved financial strategies, reach their financial goals sooner, and have more fun with the money and time available for personal, professional, and charitable goals. He has gained knowledge through many years of education and experience, serving a variety of clients to help them meet their specific needs. His clients range from individuals interested in acquiring, protecting, and maintaining wealth; to businesses that are looking to establish and manage employee benefits, including group major medical, long term disability, group life, pension & profit sharing, 401(k), and life insurance.

Norman originally began his career as an attorney, and in 1981 made the career move to Financial Services. Since then, Norman has become an invaluable asset to his clients. In 2000, Norman joined Ashford Advisors team of individuals to provide even better service and comprehensive planning to his clients.

Norman also provides estate planning analysis and is a member of the Estate Planning Council of North Georgia. Norm has served on the Honorary Board of Special Olympics of Georgia and is a member of the North Perimeter Optimist Club. Norman is passionate about financial and insurance planning, as well as estate planning analysis for parents that have special needs children.

Norman is educated on several levels to serve the entire needs of his clients. He received his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College. In addition, Norman is a member in good standing of the American Society of Financial Service Professionals. Norman received his Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planning Councils and is a member of the Estate Planning Council of North Georgia. Norman holds a Juris Doctorate (JD) from Emory University, and is admitted to the Georgia Bar Association*. Norman received his designation as Certified in Long-Term Care (CLTC), enabling him to further help his clients discuss and plan for long-term care. Norman also serves as a facilitator for the training of other Financial Professionals.

Norm resides in Sandy Springs, Georgia with his wife of 30 years, Lois. They have two grown daughters.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Two Ravinia Drive, Suite 750, Atlanta, GA 30346, (770) 390-2600. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Ashford Advisors is not an independent registered investment advisor, nor an affiliate or subsidiary of PAS. *Neither Guardian, nor its subsidiaries, representatives, or employees provide tax or legal advice. You should consult with your tax or legal advisor regarding your individual situation. Not practicing for Guardian or any subsidiaries or affiliates thereof.
PAS is a member FINRA, SIPC. 2011-0116

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Norman Lee Plotkin, JD, CLU®, ChFC®, AEP**

Contact Information

Two Ravinia Drive, Suite 750
Atlanta, GA 30346
(770) 390-2616
fax (770) 390-2606
nplotkin@ashfordadvisors.net

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Guardian, its subsidiaries, agents, or employees do not provide tax or legal advice. The Associates of Ashford Advisors, Inc., are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Johnny Howard at 770 390-2600. The Registered Representatives are securities licensed in Georgia, Florida, Alabama, Mississippi, South Carolina, North Carolina, Tennessee, Virginia, New York, Colorado, Arizona, Michigan, Illinois and Nevada and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. The information on this web site is designed to be general in nature and for educational purposes only. Guardian, its agents and employees do not give tax or legal advice.

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* Registered Representative of Park Avenue Securities LLC (PAS), Two Ravinia Drive, Suite 750, Atlanta, GA 30346. Securities products and services offered through PAS, (770) 390-2600. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.

** Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Two Ravinia Drive, Suite 750, Atlanta, GA 30346. Securities products/services and adv isory services are offered through PAS, a registered broker-dealer and investment advisor, (770) 390-2600. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.

Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal or investment advice. Although the information has been gathered from sources believed reliable, please note that individual situations can vary, therefore the information should be relied upon when coordinated with individual professional advice.

Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.

Guardian does not offer Property and Casualty insurance products or services.