Norman Sicard Jr. has a nearly three decade-long background as an investment advisor. As a Broker Dealer Financial Services, Corp. member, he provided unbiased advice on accumulating,expanding and preserving wealth. Among Norman Sicard Jr.’s focus areas were holdings that spanned small,mid,and large-cap mutual funds,ETF,Preferred stocks.In addition to domestic holdings, he took positions in multi-national and International vehicles.

Mr. Sicard managed several industry-specific funds,stocks, and commodity types. He enabled clients to access real estate opportunities and closely monitored portfolio trends and results. Defining risk/reward parameters, he provided clients with comfortable routes toward retirement and met education financing goals.

Attending the University of Central Florida in Orlando, Mr. Sicard took courses on estate planning, income taxes, and risk management principles. He subsequently joined Chatfield Dean and Co., Inc. and coordinated solutions with money managers from Wall Street. He has also gained various industry recognitions and was selected as a Met Life annuity top producer,John Hancock Signature and Presidents Clubs.