The Jordan Group

Merrill Lynch Wealth Management
2024 Corporate Centre Drive
Suite 301
Myrtle Beach, SC 29577
(843) 946-2030
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Jordan Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions, listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. We'll then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies that can help turn your goals into reality.

Meet Our Team
J Jordan,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
843.946.2030
Therese C Barbera
Officer, Registered Senior Wealth Management Client Associate
843.946.2029
Cheryl Nicholl
Wealth Management Client Associate
843.946.2041
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Chris J. Reilly
Employee Benefits Specialist
Adam J. Ward
Retirement Specialist
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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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.