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Elizabeth Norman, Class of 2011

IB is celebrating 20 years of the 40 Under 40 in 2020, and will be catching up with past recipients to see what they’ve been up to since they were honored. This week features Elizabeth Norman, managing director/financial advisor, RBC Wealth Management.

What have you accomplished in your professional life/career since your 40 Under 40 selection?

I became a member of RBC Wealth Management’s Chairman’s Council, which honors the top 10% of financial advisors. I’m also honored to be selected as a board member for RBC Wealth Management’s national Women’s Association of Financial Advisors and I served as the Mentorship Chair in 2019. Several other industry awards include:

  • Forbes/Shook Research Top Next-Gen Wealth Advisor — 2018, 2019
  • Forbes/Shook Research Best in State Wealth Advisor — 2019, 2020
  • Forbes/Shook Research America’s Top Women Wealth Advisor — 2019
  • Working Mother Magazine Top Wealth Advisor Mom — 2018, 2019
  • On Wall Street, Top 25 Regional Advisor Under 40 — 2017, 2018, 2019
  • 2018 Dick McFarland Volunteer of the Year Award — RBC Wealth Management

What accomplishments, milestones, or endeavors have you attained in your personal life since your 40 Under 40 selection?

  • Board member and chair at YWCA Madison, 2010–2016;
  • Board member and vice chair at Second Harvest Foodbank, 2016–present;
  • Board member and vice chair at Tri 4 Schools, 2016–present;
  • Run a half marathon each year, just to prove to myself I can do it. It’s not always pretty;
  • Back into the sport of triathlon in 2018 after a decade-long hiatus; and
  • Celebrating my 40th birthday this year with my twin brother.

If you were to “do it all over again,” what (if anything) would you do differently throughout your career?

I wouldn’t change a thing. Every challenge or bump in the road during my career has brought with it a lesson that I won’t forget.

How did your 40 Under 40 selection help your career?

I’ve definitely grown and deepened my network in Madison because of my 40 Under 40 selection. Each year I scour the list for familiar faces and I always find people who are such rock stars in their respective fields! I love sending handwritten notes of congratulations to welcome them into a truly outstanding group.

What is something that you have a new passion for since the time of your induction — either professionally or personally?

Mentorship! I have been the recipient of generosity, guidance, and friendship from countless women in my industry and my community, most notably my business partner, Lauri Droster. Since being selected for 40 Under 40, I have found a passion for paying that forward and creating new paths for women in finance. Last year, I took the role of mentorship chair for the women’s advisory board at RBC Wealth Management. In 2019, I helped facilitate a mentorship circle for 10 female advisors across the country. I also created three new sustainable mentorship programs.

Based on your experience, do you have any advice for today’s young professionals (under 40)?

I have two pieces of advice:

  1. Be patient. I have been at the same firm for 23 years and I’m 39 years old. I started as an intern answering phones and filing after high school. I worked my way through college and started at an entry-level assistant position when I graduated. Since then, I have seized every opportunity to grow, big and small. I enthusiastically say YES! and then put in the work to exceed expectations.
  2. Serve. Serving my community has been the greatest gift. I have learned about those who face struggles I cannot imagine, and I have met countless brilliant leaders who are willing to tackle big problems in our community — homelessness, food insecurity, programming that gets our children outside and moving — while helping to build their self-confidence. Find your passion and serve.

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