Phillip Jordan – Partner

Phillip Jordan

PHILLIP JORDAN, CFP®

PARTNER

There’s only one life we get to live – why not tailor it to fit you best? Throughout his 20-year career in financial services, Phillip Jordan has framed the concept of retirement as a bespoke journey that he and his clients create & take together. Phillip believes retirement is not a race to a single goal, it’s a marathon of milestones that’s why Phillip partners with his clients the entire way.

Phillip believes investing is inherently emotional – that’s why Phillip forms his relationships with authenticity and trust by taking the necessary time to understand the hopes, dreams, and concerns of his clients. Phillip believes it’s not just about the numbers, it’s about how the client feels about their wealth and how they get there. That’s why he follows a multi-step process to create a written plan, so his clients understand the plan along the journey.

Outside of the office, Phillip and his wife Kenna enjoy traveling and spending time with their two children, Sarah and Matthew. Phillip loves the outdoors – whether under the sea SCUBA diving, pushing the pedals hard on his bike, or exploring the wonders of state and national parks.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CA, DC, FL, GA, IL, KY, MA, MD, MI, MO, MS, NC, NY, OH, OK, SC, TN, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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