Jordan Taffin is a Wealth Management Advisor at Merrill Lynch Wealth Management located in Summit, NJ. He is a Portfolio Advisor and a Chartered Retirement Planning Counselor™ certified by the College of Financial Planning Institutes Corp. Jordan joined Merrill in 2018 and became a Merrill Lynch Wealth Management financial advisor in 2022. His focus is on prioritizing clients' needs by meticulously planning and executing personalized financial strategies to achieve clear goals. Jordan is an expert in Merrill’s personal wealth analysis, retirement planning, product knowledge, and estate planning.
He earned a bachelor’s degree in finance and marketing from the University of South Carolina Darla Moore School of Business. Jordan resides in Port Monmouth, New Jersey, with his wife, two young daughters, and chocolate lab. Outside work, he enjoys spending quality time with his family, following sports, participating in waterfront activities, and leading an active lifestyle. Additionally, he is an enthusiastic volunteer for the non-profit organization, Don’t Shock Me Foundation, which is dedicated to raising awareness of and preventing Toxic Shock Syndrome in women.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
