Priority Financial Group
James Norwood is an experienced financial professional currently serving as Regional Director for Southern California at Priority Financial Group since January 2025. Prior to this role, Norwood was Managing Director of Financial Institutions at Carefull from January 2023 to January 2025. Norwood also held the position of President of the Financial Institutions Division at Securities America Inc. from December 2017 to January 2023, and served previously as President at Priority Financial Group from October 2014 to December 2017. Earlier in the career, Norwood was the F. Vice President of Business Development at Carey Financial LLC and spent nearly two decades at LPL Financial as Senior Vice President. Norwood began the professional journey as Manager of Personal Financial Centers at Dreyfus. Academic credentials include a BSBA in Business Administration and Management from Bryant University, obtained between 1981 and 1985.
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Priority Financial Group
Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.