Navigating falling rates, rising markets and mixed signals
What to consider for your long-term investment approach
Carly Jordan
Merrill Financial Solutions Advisor
NMLS #921665
1200 Howard Boulevard
Floor 3
Mount Laurel NJ 08054
(856) 231.5566
(856) 231.5566
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I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
I help you uncover what matters to you and your family to help create a strategy to pursue your financial goals.
Carly Jordan
Profile
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.
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Carly Jordan is registered to do business in CT, DC, DE, FL, MA, MD, NH, NJ, NY, PA, RI, TX, VA.
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.