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$2.8 trillion
In invested assets globally
As of 06/30/2022
Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.
Vice President–Wealth Management
With a decade of hands-on experience working with families, individuals, and small businesses, Jordan has garnered the skills to manage complex relationships and help ensure her clients are not only able to meet the demands of current life, but also plan for and protect their future. Each of these relationships has specific needs that are addressed through a comprehensive understanding of more than just investment objectives, including:
Often this includes information from accountants, attorneys, and HR professionals who work with her to implement strategies. By fully considering the unique impact these have on the overall strategy, assets are working in the most productive and tax efficient way.
Jordan has a commitment to staying relevant and educated on the wide-ranging issues affecting her clients. After obtaining a Masters of Science in Business Administration from the University of Memphis, she achieved her CERTIFIED FINANCIAL PLANNER designation in 2014. In 2019, she completed Certified Divorce Financial Analyst program to better serve clients as their life changes. She spends time each year reviewing tax changes, planning strategies and changes to employer retirement plans to better inform her clients of their best strategies.
Education
Credentials
Vice President–Wealth Management
With a decade of hands-on experience working with families, individuals, and small businesses, Jordan has garnered the skills to manage complex relationships and help ensure her clients are not only able to meet the demands of current life, but also plan for and protect their future. Each of these relationships has specific needs that are addressed through a comprehensive understanding of more than just investment objectives, including:
Often this includes information from accountants, attorneys, and HR professionals who work with her to implement strategies. By fully considering the unique impact these have on the overall strategy, assets are working in the most productive and tax efficient way.
Jordan has a commitment to staying relevant and educated on the wide-ranging issues affecting her clients. After obtaining a Masters of Science in Business Administration from the University of Memphis, she achieved her CERTIFIED FINANCIAL PLANNER designation in 2014. In 2019, she completed Certified Divorce Financial Analyst program to better serve clients as their life changes. She spends time each year reviewing tax changes, planning strategies and changes to employer retirement plans to better inform her clients of their best strategies.
Education
Credentials
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.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
