Jordan Tompkins
First Vice President, Wealth Management Advisor
9128 Strada Place
Naples, FL 34108
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

Jordan Tompkins began his career in the financial services industry in 2010. He is committed to helping clients with their wealth management planning, portfolio management strategies as well as providing access to banking solutions from Bank of America. Utilizing a goals-based approach in working with his affluent clientele, Jordan dedicates significant time to understanding factors that contribute to each client’s objectives, concerns and emotions. With a family of his own, Jordan understands the importance of your desire to provide a secure future for your loved ones. He is committed to helping you achieve your financial goals and preserve your legacy for the generations to come.

Jordan served our country in the United States Air Force prior to graduating with honors from Ashford University with a Bachelors in Finance. He is recognized by The College for Financial Planning Institutes Corp. as a Chartered Retirement Planning CounselorTM designee.

Jordan currently serves on the Education Practices Commission through the Florida Department of Education as well as sits on the Board of Directors for the SWFL Veterans Alliance, and his local HOA as well as previously served on the Board of Young Professionals of Naples. Additionally he is an active volunteer within Grow Church of NaplesThe Collier Country Veterans Council, Freedom Waters Foundation, VFW Post 7721, and the Leadership Collier Foundation.  Raising his family alongside his beautiful wife Danielle, they often find themselves enjoying time in the great outdoors with their two daughters Moreh and Anabella along with the family dog, Finn. They enjoy family boating, fishing, swimming, cycling and golf.

Take charge of your financial future
About Me

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jason Albano
Wealth Strategies Advisor
Thomas Schneckner
Investment Solutions Group Portfolio Strategist
Juan Serrano
Wealth Management Banking Specialist
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jordan Tompkins is registered to do business in AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WA.