
Brandon O. Jordanemail
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Through Brandon's commitment to excellence, he has built a solid client base, which continually expands through the referrals from satisfied clients and professionals. He graduated from the University of Georgia with a BBA in Risk Management and Insurance.
Brandon has been a member of the Million Dollar Round Table, Court of the Table and member of the Atlanta Estate Planning Council. In addition, he is actively involved with The National Association of Insurance and Financial Advisors (NAIFA).
Brandon resides in Fayetteville, Georgia with his wife Jennifer, daughter Della and son Davis. He enjoys working out, most anything involving the University of Georgia, water sports, and has been known to throw a mean Frisbee in his free time.
Education
University of Georgia, BBA Risk Management & Insurance
Hobbies
Hunting, Fishing, Tractors, Fixing things...
Affiliations & Memberships
Passion City Church, Trilith, GA, Financial Industry Regulatory Authority, Inc. (FINRA), NAIFA (National Association of Insurance and Financial Advisors), Atlanta, GA
Community Involvement
Santa David Children's Fund is a 501c that raises proceeds for Children's Cancer programs
Languages: English
Credentials: CFP®, ChFC®
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Special Needs, Business Owners, Group Benefits, Business Succession Planning, Risk Management Strategies, Charitable Giving, Estate Planning, College Funding Strategies, Financial Education, Military, Financial Planning, Retirement Strategies
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