Scott Jordan Cfp®Cpfa® Cka

Scott Jordan Cfp®Cpfa® Cka Email and Phone Number

Senior Wealth Manager at Shoemaker Financial @ Shoemaker Financial
Scott Jordan Cfp®Cpfa® Cka's Location
Germantown, Tennessee, United States, United States
Scott Jordan Cfp®Cpfa® Cka's Contact Details

Scott Jordan Cfp®Cpfa® Cka work email

Scott Jordan Cfp®Cpfa® Cka personal email

Scott Jordan Cfp®Cpfa® Cka phone numbers

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.

Scott Jordan Cfp®Cpfa® Cka's Current Company Details
Shoemaker Financial

Shoemaker Financial

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Senior Wealth Manager at Shoemaker Financial
Scott Jordan Cfp®Cpfa® Cka Work Experience Details
  • Shoemaker Financial
    Senior Wealth Manager
    Shoemaker Financial Jul 2015 - Present
    Germantown, Tennessee, Us
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  • Regions Bank
    Wealth Planning Analyst
    Regions Bank Apr 2014 - Jul 2015
    Birmingham, Alabama, Us
    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.
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  • Suntrust Bank
    Licensed Personal Banker
    Suntrust Bank Jul 2010 - 2013
    Charlotte, Nc, Us
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  • Chartwell Financial Group
    Financial Advisor
    Chartwell Financial Group Mar 2008 - Jul 2010
  • Metlife
    Financial Advisor
    Metlife Nov 2003 - Mar 2008
    New York, Ny, Us
    View

Scott Jordan Cfp®Cpfa® Cka Skills

Certified Financial Planner Personal Financial Planning Retirement Planning Investment Strategies College Education Planning Estate Planning Investment Advisory Asset Allocation Insurance Mutual Funds Investments Fixed Annuities Iras Securities Series 7 Finance Series 66 Financial Analysis Retail Banking Risk Management

Scott Jordan Cfp®Cpfa® Cka Education Details

  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Certificate In Financial Planning
  • Christian Brothers University
    Christian Brothers University
    Finance
  • The University Of Memphis
    The University Of Memphis
    Finance

Frequently Asked Questions about Scott Jordan Cfp®Cpfa® Cka

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 the current company?

Scott Jordan Cfp®Cpfa® Cka's current role is Senior Wealth Manager at Shoemaker Financial.

What is Scott Jordan Cfp®Cpfa® Cka's email address?

Scott Jordan Cfp®Cpfa® Cka's email address is gr****@****ail.com

What is Scott Jordan Cfp®Cpfa® Cka's direct phone number?

Scott Jordan Cfp®Cpfa® Cka's direct phone number is +190148*****

What schools did Scott Jordan Cfp®Cpfa® Cka attend?

Scott Jordan Cfp®Cpfa® Cka attended University Of Georgia - Terry College Of Business, Christian Brothers University, The University Of Memphis.

What skills is Scott Jordan Cfp®Cpfa® Cka known for?

Scott Jordan Cfp®Cpfa® Cka has skills like Certified Financial Planner, Personal Financial Planning, Retirement Planning, Investment Strategies, College Education Planning, Estate Planning, Investment Advisory, Asset Allocation, Insurance, Mutual Funds, Investments, Fixed Annuities.

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