Conner Jordan
Senior Financial Advisor, Senior Portfolio Advisor
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Conner Jordan
Named to the 2026, 2025, 2024 Forbes \"Best-in-State Wealth Management Teams\" list as a…
Experience
Senior Financial Advisor
Aug 2017 — Present
Education
University of Mississippi
Bachelor's Degree
Skills
- High Net-Worth Wealth Planning
- Social Media
- High Net Worth Wealth Planning
- Marketing
- Multi-Generational Family Wealth Advising
- Divorce Weath Management Planning
- Financial Advising
- Sales
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Estate Planning
- Typing
- Microsoft Powerpoint
- Virtual Collaboration
- Supply Chain
- Leadership
- Finance
- Investment Strategies
- Retirement Planning and Forecasting
- Teamwork
- College Savings Strategies
- Social Networking
- Reitrement Planning and Forecasting
- Social Media Marketing
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