Jordan is a Financial Advisor for the Merrill Lynch Wealth Management office in Hendersonville, NC, and is responsible for partnering with Merrill's investment and Bank of America's banking specialists to develop impactful financial planning and tailored portfolio strategies. Prior to joining Merrill, Jordan served active-duty with the 82nd Airborne Division in the U.S. Army from 2007-2015 and completed one deployment to Afghanistan in 2010. He graduated from the University of North Carolina Asheville with a bachelor's degree in Management with a double-minor in Economics and Philosophy. Jordan and his wife have one son. Together they enjoy hiking, traveling, and spending time with friends and family on weekends.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you pursue your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
Join us for a thought-provoking dialogue where we will discuss techniques to help recalibrate your retirement plan in today's evolving economic landscape. We will conduct an overview of current econo...
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.
