Private Wealth Relationship Manager
Determination, commitment, and strength of will are the words that come to mind when we think about Bobby Jordan. A wrestler since he was in the third grade, he rose to become a two time NCAA All-American Division III Collegiate wrestler (3rd in the country in 2019). Making weight and staying strong was the way Bobby tested himself and led by example with his teammates. It’s that same commitment that makes Bobby an important teammate at the firm.
He wants to always be the "I can do it" man for his colleagues at the firm. Always proactively lending a hand to his colleagues in opening new investment accounts, receiving and processing money movement requests, organizing and distributing important tax documentation, and liaise requests clients may have for an advisor. Bobby understands that every part of the experience we provide to our clients is important and he wants to be a part of that every day.