Jordan Shapiro is a Wealth Management Advisor with Merrill in Westlake Village. Jordan provides sustained advice and guidance to an accomplished clientele, helping them advance their priorities, streamline multiple aspects of their finances, and pursue the lives and legacies they envision.
Committed to the clients he serves, Jordan looks to connect clients to forward-thinking ideas that reflect their distinctive interests and ambitions. A passionate student of the markets, he spends significant time discerning a client’s investment preferences, risk tolerance, cash-flow needs, and timeframe so that he can tailor an approach to each person’s objectives. His areas of focus include portfolio construction, implementation, and refinement, as well as investment research and modeling. Jordan can also provide clients with access to credit management, including securities-based lending and residential lending, as well as life insurance reviews and assessments.
Jordan recognizes that wealth management encompasses much more than a client’s balance sheet. He looks to have a positive and lasting impact on clients’ lives and long-term trajectories. A skilled problem solver, he welcomes thought-provoking questions from clients, eager to engage with the issues that matter most to them. Clients, in turn, rely on Jordan for clear communication and a forthright approach. Together, they develop enduring relationships founded on trust and close collaboration.
Jordan has extensive experience addressing the needs of high-net-worth and ultra-high-net-worth clients. He began his wealth management career in 2014 as an Analyst for J.P. Morgan Private Bank. Two years later, he moved to Morgan Stanley Private Wealth Management, where he was an Investment Associate, providing him with extensive experience in the capital markets. Jordan was then promoted to Financial Advisor at Morgan Stanley. In 2020, he moved to Merrill, allowing him to offer a broad range of capabilities, enterprise wide.
Jordan earned his B.B.A. in finance from the University of Texas at Austin. Committed to professional excellence, he holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. Within Merrill, Jordan has attained the designation of Portfolio Manager. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
---------- Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. *Banking and Lending Services are through Bank of America, N.A. (NMLS#1617761) *Merrill Life Agency's California License Number 0522776
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
