Jordan Taylor 1st Vice President
Jordan joined Brooks Financial Group as a college intern in 2008 and quickly turned the experience into a career. In his current role as 1st Vice President, Jordan works closely with clients to understand their matters of importance and developing financial plans to help them achieve their goals.
His prior work as a Para-Planner acted as solid preparation and a strong foundation upon which he is building his own advisory skills. He believes that two of the primary aspects which differentiate BFG from other firms are the high level of client communication and the genuine care that goes into each relationship.
A graduate of Calvert Hall College High School and Towson University, Jordan holds his Series 7 and 66 Securities licenses and the Certified Financial Planner (CFP) designation. Jordan is also an Investment Advisor Representative with Founders Financial Securities, LLC.*
Contact Jordan: firstname.lastname@example.org | (410) 308-9800, ext. 1247
We work to prove to those we serve that no other team out there that will work harder or care more. The value and impact that we strive to bring is immeasurable beyond any investment return.
Areas of Expertise
- Cash Management
- Risk Management
- Financial Independence & Accumulation Goals
- Asset Management
- Estate Planning