Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Henry Jordan

Senior Vice President–Wealth Management

Financial Advisor

Henry is a Vice President & Financial Advisor and is responsible for advising affluent families, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Henry works closely with his clients’ trusted tax and legal advisors on all matters, including tax and estate planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses. He and wife, Becky, live in Colleyville and have three grown children, Rebecca, Henry III and Alec.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WY

Education

  • MBA, University of North Dakota
  • BSBA in Economics, University of North Dakota
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (214) 981-0522

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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