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Carly Jordan

Financial Advisor
1200 Howard Boulevard
Floor 3
Mount Laurel NJ 08054
(856) 231.5566
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Financial strategies rarely fail because of markets, but because of decisions made under the illusion of certainty. The discipline is filtering out noise to find a path to clarity in an uncertain world.
Carly Jordan
Profile

Focusing on financial planning for high-net-worth and ultra-high-net-worth families, Carly has deep expertise in working with business owners and high-level professionals in the tech industry. She understands the complexities of stock compensation, liquidity events, and business transitions, helping her clients navigate these financial milestones with confidence. Her background in investment planning, mortgages, and credit underwriting allows her to deliver sophisticated, integrated solutions that address both sides of the balance sheet.

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, WA.
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.