Steadiness

   Originally from Bethesda, Maryland, Philip Jordan graduated from Elon College in 1987. Shortly after graduating, in 1988, Philip obtained his Financial Advisor licenses. Philip has served in various leadership roles in addition to his long career as a Financial Advisor. From 2006 until 2010 he served as the Resident Director of the Merrill Lynch Palm Beach Gardens branch, and he is the current branch manager of UBS’ premier Palm Beach Gardens location. Philip equips his clients as well as team members with tools to achieve the success they are looking for. Many of Philip’s client relationships span decades and generations and he enjoys assisting his clients with their financial goals including retirement, business, and estate planning needs.  

    A long term Jupiter area resident, Philip moved to South Florida in 1990. He currently resides in Juno Beach, FL. Philip enjoys everything the South Florida lifestyle has to offer from the beach, live music, to ocean front dining. An avid family man, Philip also enjoys spending time with his 3 adult children. Outside of work and family, Philip enjoys giving back to the community by serving on the Advisory Board of The Warrior Health Foundation in Palm Beach Gardens, Florida.  

  David Grew up in Minnesota and graduated from the University of Central Florida in 2010.  Growing up in the Midwest, he learned the value of Hard work, attention to detail, and the value of building long term relationships.  He began his career in the financial services industry at Merrill Lynch in Jupiter, FL in 2012.  He joined UBS in 2014 and has worked with Philip to provide exceptional service to his clients.  David is active with his church and lives in Hobe Sound with his wife Christina and their daughter Eliza.