Norman Plotkin works with each of his clients with the goal of helping them build wealth potential through financial strategies, work toward their financial goals, and enjoy more time 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 address 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.
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 provides strategies 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. 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 Financial Professional Volunteer, Holocaust Survivor Services, and Jewish Family & Career Services. He is a facilitator for the training of other financial professionals.
Norm resides in Sandy Springs, Georgia with his wife of 39 years, Lois. They have two grown daughters, two wonderful sons-in-law, and three marvelous grandchildren.
Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Not practicing law for Guardian or any subsidiaries or affiliates thereof. *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. CA Insurance License # 0H84871, 2021-123463, exp 7/23.