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Paul L. Norman

Partner

Paul has more than 30 years of experience in the financial services industry. Throughout his career, Paul has continued his passion for working with businesses and individuals to help them achieve their financial goals.

In 1996, Paul joined a large regional bank to start its insurance, estate, and investment planning group for the state of Idaho. He became the planning specialist for both the private banking group on the banking side and the private client group on the investment side. In this role he covered Idaho, Utah, Arizona, and Colorado. In 2006, Paul joined a larger team of financial advisors with diverse knowledge and backgrounds to better serve individuals and businesses.

Paul’s focus is to provide objective financial advice to help Headwaters clients achieve their financial goals. He specializes in developing financial strategies for both businesses and individuals. Paul has experience in investment and estate planning strategies, executive benefits, company retirement plans, and investment allocation strategies.

Paul received a bachelor’s degree in Finance from Boise State University. He grew up and lives in Boise with his wife, Shelli.

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Address 401 W. Front Street Suite 400 | Boise, ID 83702  |  Map and Directions

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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