E Clark Jordan
Vice President, Senior Financial Advisor
NMLS #1270128
266 McLaws Circle
Williamsburg, VA 23185
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.

Elizabeth Clark Jordan is a Financial Advisor with Merrill Lynch Wealth Management. As a Financial Advisor, Clark assists clients by helping them manage their individual wealth to meet their individual needs. Clark focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve.

Clark has been in the Financial Services Industry for over 25 years. After graduating from Sweet Briar College in 1996, Clark began her career in New York City working for Andrew Lanyi, one of Wall Street's best known retail brokers. Under Mr. Lanyi's tutelage, she was able to gain a broad understanding of the financial services industry and soon transitioned to the Equity Syndicate Desk at Credit Suisse, where she worked as an analyst on countless Initial Public Offerings. She continued her career in Equity Syndicate on the Trading Desk at Lehman Brothers, where she managed the Syndicate process for the Middle Markets and Retail Divisions.

As Vice President of Equity Capital Markets at Lehman Brothers, Clark was recognized from the Investment Banking Division for her work and for some of the IPOs she worked on. She was also awarded for her work with the Women in Leadership at Lehman Network (WILL).

After taking time out to have children, Clark re-entered the Financial Services business in Wealth Management at UBS in Westport, Connecticut in 2012. She soon made her way to Williamsburg, Virginia to be closer to family. She was a Financial Advisor with Morgan Stanley for nearly six years.

Clark has been a Financial Advisor with Merrill since 2019.

Outside of her professional career, Clark is an active mother who enjoys spending time with her daughters, supporting various volunteer efforts and maintaining her sustainer status with the Junior League of Hampton Roads.

About Me

Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what's most important to you. Even if you think there's plenty of time before retirement, it's never the wrong time to meet with an experienced financial advisor to discuss retirement strategies.

Meet Our Professional Staff
Tammy Jenner
Assistant Vice President, Wealth Management Associate
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.
Suzie Light
Wealth Management Banking Specialist
Neil W Phelan
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #108774
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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Elizabeth Jordan is registered to do business in CO, DC, DE, FL, GA, MD, MI, NC, NJ, NY, OH, PA, VA.