Schedule a Meeting with Jordan
I began my career in financial planning as an intern with Capital Wealth Management in 2007 and joined the company full-time in 2009. Over the years, I've had the privilege of developing long-term relationships with clients and guiding them through financial planning and investment management complexities. My personalized approach helps ensure clients understand their financial strategies and feel confident in their decisions.
Whether it's retirement planning, IRA strategies, estate planning, or tax-efficient investing, I aim to simplify the process and provide clear, practical guidance tailored to each client's needs.
Who I Help & Key Financial Services
I work with a diverse group of clients, developing customized financial strategies to help them achieve their goals:
- Individuals & Families – Comprehensive financial planning, including investment management, college savings strategies, life insurance, and estate planning.
- Pre-Retirees & Retirees – Transitioning into retirement with confidence through IRA planning, long-term care strategies, and tax-efficient withdrawal planning.
- Dual-Income Households – Balancing career growth, tax planning, wealth accumulation, and long-term financial independence.
- Corporate Professionals – Navigating stock options, deferred compensation, and retirement planning strategies.
- Philanthropic Investors – Structuring charitable giving, donor-advised funds, and estate planning to align financial success with meaningful impact.
Certifications & Licenses
As a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® (AIF®), I am committed to upholding the highest financial planning standards. I also hold:
- FINRA Series 7 and 66 registrations (through Raymond James)
- Life insurance license in Connecticut
Beyond the Numbers
Outside of work, I enjoy spending time with my family and staying active. Coaching my kids (Brayden and Addison) in basketball, baseball, and soccer has been a rewarding experience—I love helping them build confidence, learn teamwork, and have fun on the field.
I also enjoy hiking, exploring new places, and playing golf, which has been a great way to spend time with family and friends. Whether it's a casual round on the weekend or a friendly competition, I appreciate the game for the time it allows me to connect with others and enjoy the outdoors. Being outdoors and staying active is something I value, both for myself and for my family.
The most important things in life are building strong relationships—whether with my clients, family, or community—and making the most of every opportunity.
Let's Talk About Your Financial Future
A strong financial plan provides confidence and clarity for the future. If you're looking for a trusted advisor who will take the time to understand your goals and help you build a solid financial strategy, let's connect. Schedule an introductory meeting today.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.