Jordan Hickey, CFP®, AIF®

Jordan Hickey, CFP®, AIF®

Wealth Advisor

Tell us a little bit about yourself . . .

I started here as an intern in 2007 and joined the team full-time in 2009. As a wealth advisor, I will meet with you to explain our process, go over your accounts, and answer any questions you may have about them. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and also have my Accredited Investment Fiduciary® (AIF®) professional designation. I also have my FINRA Series 7 and 66 registrations (through Commonwealth Financial Network®) and my life insurance license in Connecticut.

What do you think sets Capital Wealth Management apart?

From the beginning we have committed ourselves to maintaining high ethical standards while developing and implementing sound investment planning principles. Our hands-on approach combines cutting-edge industry technology with our financial expertise to help our clients make informed financial decisions that are consistent with their goals. We pride ourselves on being transparent and approachable, making sure that each of our clients understands our process and how we are working toward their goals.