Norton E. Stern

Norton assists our team as a specialist in institutions and charitable foundations. He began his financial services career in 1969 creating a diverse and multi-layered scope of experience. He also works with individuals and families to continually monitor and provide individualized plans. Prior to joining Synergy’s predecessor firm, he was the registered principal and president of Franklin Financial Investments, LLC. Norton holds the Series 1, 24, 63 and 65 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses.

Norton and his wife, Sherrie, have two sons, Scott and Ken, and five grandchildren. He splits his time between Bloomfield Hills, Michigan, and Delray Beach, Florida. He has served as past president of Temple Israel in West Bloomfield and is a contributing columnist to The Jewish News. Music plays an important role in Norton’s free time; he enjoys playing guitar with a love of ‘50s and ‘60s music and even owned a record company in a previous life.

In 2022, Norton launched “Coffee with Norton,” a web series that showcased his journey from struggling student and musician to wealth advisor. In this series, Norton looks back on his life, telling honest, heartwarming, often hilarious, and always inspiring stories about the various challenges and opportunities that led him to a long and distinguished career in financial services.