Senior Wealth Manager
Current
Jul 2015 - Present
AeroLeads people directory · profile
Scott Jordan Cfp®Cpfa® Cka Email & Phone Number
Senior Wealth Manager at Shoemaker Financial
at
Shoemaker Financial
1 work email found
@shoemakerfinancial.com
2 phones found area 901
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Manager at Shoemaker Financial
Location
Germantown, Tennessee, United States
Who is Scott Jordan Cfp®Cpfa® Cka? Overview
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Quick answer
Scott Jordan Cfp®Cpfa® Cka is listed as Senior Wealth Manager at Shoemaker Financial at Shoemaker Financial, based in Germantown, Tennessee, United States. AeroLeads shows a work email signal at shoemakerfinancial.com, phone signal with area code 901, and a matched LinkedIn profile for Scott Jordan Cfp®Cpfa® Cka.
Scott Jordan Cfp®Cpfa® Cka previously worked as Senior Wealth Manager at Shoemaker Financial and Wealth Planning Analyst at Regions Bank. Scott Jordan Cfp®Cpfa® Cka holds Certificate In Financial Planning from University Of Georgia - Terry College Of Business.
Company email context
Email format at Shoemaker Financial
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*@shoemakerfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Scott Jordan Cfp®Cpfa® Cka. Compare company email patterns before reaching out.
Profile bio
About Scott Jordan Cfp®Cpfa® Cka
Shoemaker Financial has been providing professional advice, quality products and excellent service to the Mid South for over 32 years.Shoemaker Financial is independently owned and operated. We are located at 2176 West St., Suite 110, Germantown, TN 38138. Our phone number is (901) 757-5757Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Listed skills include Certified Financial Planner, Personal Financial Planning, Retirement Planning, Investment Strategies, and 16 others.
Current workplace
Scott Jordan Cfp®Cpfa® Cka's current company
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5 roles
Scott Jordan Cfp®Cpfa® Cka work experience
A career timeline built from the work history available for this profile.
Wealth Planning Analyst
As a Wealth Planning Analyst for Regions Private Wealth Management I was responsible for analyzing financial data and assisting in the development of sophisticated wealth planning strategies for Regions’ Private Wealth Management clients.
Apr 2014 - Jul 2015
Licensed Personal Banker
Jul 2010 - 2013
Financial Advisor
Chartwell Financial Group
Mar 2008 - Jul 2010
Financial Advisor
Nov 2003 - Mar 2008
3 education records
Scott Jordan Cfp®Cpfa® Cka education
Certificate In Financial Planning
University Of Georgia - Terry College Of Business
Master Of Business Administration (Mba), Finance
Christian Brothers University
Bs, Finance
The University Of Memphis
FAQ
Frequently asked questions about Scott Jordan Cfp®Cpfa® Cka
Quick answers generated from the profile data available on this page.
What company does Scott Jordan Cfp®Cpfa® Cka work for?
Scott Jordan Cfp®Cpfa® Cka works for Shoemaker Financial.
What is Scott Jordan Cfp®Cpfa® Cka's role at Shoemaker Financial?
Scott Jordan Cfp®Cpfa® Cka is listed as Senior Wealth Manager at Shoemaker Financial at Shoemaker Financial.
What is Scott Jordan Cfp®Cpfa® Cka's email address?
AeroLeads has found 1 work email signal at @shoemakerfinancial.com for Scott Jordan Cfp®Cpfa® Cka at Shoemaker Financial.
What is Scott Jordan Cfp®Cpfa® Cka's phone number?
AeroLeads has found 2 phone signal(s) with area code 901 for Scott Jordan Cfp®Cpfa® Cka at Shoemaker Financial.
Where is Scott Jordan Cfp®Cpfa® Cka based?
Scott Jordan Cfp®Cpfa® Cka is based in Germantown, Tennessee, United States while working with Shoemaker Financial.
What companies has Scott Jordan Cfp®Cpfa® Cka worked for?
Scott Jordan Cfp®Cpfa® Cka has worked for Shoemaker Financial, Regions Bank, Suntrust Bank, Chartwell Financial Group, and Metlife.
How can I contact Scott Jordan Cfp®Cpfa® Cka?
You can use AeroLeads to view verified contact signals for Scott Jordan Cfp®Cpfa® Cka at Shoemaker Financial, including work email, phone, and LinkedIn data when available.
What schools did Scott Jordan Cfp®Cpfa® Cka attend?
Scott Jordan Cfp®Cpfa® Cka holds Certificate In Financial Planning from University Of Georgia - Terry College Of Business.
What skills is Scott Jordan Cfp®Cpfa® Cka known for?
Scott Jordan Cfp®Cpfa® Cka is listed with skills including Certified Financial Planner, Personal Financial Planning, Retirement Planning, Investment Strategies, College Education Planning, Estate Planning, Investment Advisory, and Asset Allocation.
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