Blueprint Wealth Management
6135 Park South Drive, Ste. 510,
Insurance and Financial Services
Retirement Benefits Consultant, Retirement Planning
Norma Jean Rector is an insurance and reitrement planner who holds a state-regulated license to offer insurance products as well as a securities license to offer investment products. She specializes in advising clients on such subjects as how to preserve their assets and reduce their taxes how to diversify their portfolio for growth and stability and how to create more income for retirement. Norma Jean is committed to the financial security of her clients and is proud to provide exemplary customer service while displaying the highest standards of ethics and professional knowledge. She is a Registered Securities Representative with Center Street Securities, Member FINRA & SIPC a Registered Broker Dealer. Blueprint Wealth Management is independent of CSS. Securities and Insurance are offered in NC, SC, and VA.
College educated with a passion for helping others to secure their retirement estate and financial plan through personalized service. She also holds both a CLTC and CSA designation meaning she is a Certified Long Term Care Planning Specialist and a Certified Senior Advisor.
Approved Member of National Ethics Association NEA an independent organization of insurance and financial advisors who have maintained an exemplary record of business ethics. Norma Jean is also a member of the Charlotte Better Business Bureau, Charlotte Mecklenburg Aging Coalition, Aging Resources Council, National Notary Association, Society of Financial Professionals, and the North Carolina Association of Insurance and Financial Advisors.
Bill Peterson, colleague (704) 847-3314; Robbie Jones Registered Pharmacist (704) 400-8852 Charlotte, NC; Sharon Allan, Business Owner (980) 233-3401 Charlotte, NC. Additional references available upon request.