About Jordan
Serving the Cincinnati area, Jordan provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jordan works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Jordan is a Wealth Planning Analyst for Fifth Third Private Bank in the Cincinnati region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions.
Prior to his role as an Analyst for Fifth Third Private Bank, he worked as a Financial Advisor for Ameriprise. He is a CERTIFIED FINANCIAL PLANNING™ professional with a passion for building comprehensive wealth strategies.
Prior to his role as an Analyst for Fifth Third Private Bank, he worked as a Financial Advisor for Ameriprise. He is a CERTIFIED FINANCIAL PLANNING™ professional with a passion for building comprehensive wealth strategies.
Education
Northern Kentucky University, Highland Heights KY, bachelor's degree in communication studies.
Licenses & Professional Designations
- Certified Financial Planner
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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