Val Norris, financial adviser and investment management consultant at Castle Bank, was selected to become a member of the Institute of Investment Management Consulting at Raymond James.
IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
Norris attended a three-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction.
The curriculum culminated in an examination that required advisers to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, Norris earned the designation of investment management consultant.
Castle Bank is a division of First National Bank of Omaha and has 14 banking offices located in DeKalb, Kendall, Kane, Boone and McHenry counties. For more information, visit www.castlebank.com.