Jordan Lacy

Jordan Lacy Email and Phone Number

Financial Planner at Prudential Advisors |Managing Partner at Alpha Wealth Group @ Alpha Wealth Group
Jordan Lacy's Location
Jacksonville, Florida, United States, United States
About Jordan Lacy

As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.

Jordan Lacy's Current Company Details
Alpha Wealth Group

Alpha Wealth Group

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Financial Planner at Prudential Advisors |Managing Partner at Alpha Wealth Group
Jordan Lacy Work Experience Details
  • Alpha Wealth Group
    Managing Partner
    Alpha Wealth Group Nov 2023 - Present
    We design personalized holistic financial services to High-Net Worth Individuals, Business Owners and Non-Profit organizations.
  • Prudential Financial
    Financial Planner
    Prudential Financial Jul 2020 - Present
    Newark, New Jersey, Us
    A Financial Advisor• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
  • Merrill Lynch
    Wealth Management Intern
    Merrill Lynch Mar 2015 - Aug 2015
    New York, Ny, Us

Jordan Lacy Education Details

  • Fairmont State University
    Fairmont State University
    Finance And Financial Management Services
  • The American College Of Financial Services
    The American College Of Financial Services
    Cfp
  • The American College Of Financial Services
    The American College Of Financial Services
    Cfp In Progress

Frequently Asked Questions about Jordan Lacy

What company does Jordan Lacy work for?

Jordan Lacy works for Alpha Wealth Group

What is Jordan Lacy's role at the current company?

Jordan Lacy's current role is Financial Planner at Prudential Advisors |Managing Partner at Alpha Wealth Group.

What schools did Jordan Lacy attend?

Jordan Lacy attended Fairmont State University, The American College Of Financial Services, The American College Of Financial Services.

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