Jordan Vocke Schmitt
Jordan joined The O’Neil Terry Group in 2014. Jordan is focused on providing an individualized approach to help clients meet their personal financial objectives. Her goal is to help keep her client’s financial lives in balance and help them to feel confident in their financial future. She believes in creating ease and simplicity throughout the wealth management process, while guiding her clients toward their dreams. Jordan is passionate about creating genuine relationships with her clients and seeing them through their various stages of life.
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.
