Jordan Tompkins
Jordan Tompkins began his career in the financial services industry in 2010. As a CERTIFIED FINANCIAL PLANNER® CFP® professional and a Chartered Retirement Planning Counselor™ CRPC™ designee, he is dedicated to helping clients achieve their financial goals and preserve their legacy for future generations.
Jordan specializes in a goals-based approach to financial planning, focusing on understanding the unique objectives, concerns, and personal values of his clients. He provides comprehensive support, including tailored financial planning, tax-efficient portfolio management, and access to alternative investments and wealth management banking solutions from Bank of America.
Prior to his career in finance, Jordan served in the United States Air Force. He graduated with honors from Ashford University with a bachelor's in finance.
Committed to his community, Jordan serves on multiple boards of directors, including the SWFL Veterans Alliance, Grow Holdings Florida Inc., Valencia Lakes HOA, as well as The Future Podiums Foundation Inc. He is also an active member of numerous professional and community organizations, such as the Estate Planning Council of Naples, The Collier Community Foundation’s Professional Advisors Council, Merrill Christian Advisors Focus Group, Grow Church of Naples, CityLead SWFL, Paradise Region Porsche Gruppe, The CCREC, Freedom Waters Foundation, VFW Post 7721, as well as the Leadership Collier Foundation.
When he's not working, Jordan enjoys spending time outdoors with his wife, Danielle, their two daughters, Moreh and Anabella, and their dog, Finn. Their family enjoys boating, fishing, swimming, pickleball, cycling, and golf.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn 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.
