Scott Jordan
Senior Wealth Manager at Shoemaker Financial
- Role
- Senior Wealth Manager at Shoemaker Financial
- Location
- Germantown, TN, US
- LinkedIn followers
- 500 followers
About Scott Jordan
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 (90••••••57Securities offered through Cetera Wealth Services, 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.
Experience
Senior Wealth Manager
Jul 2015 — Present · Germantown, TN, US
Education
Christian Brothers University
Master of Business Administration (MBA), Finance
2012 — 2014
University of Georgia - Terry College of Business
Certificate in Financial Planning
2014 — 2015
University of Memphis
BS, Finance
1998 — 2003
Skills
- Retail Banking
- Personal Financial Planning
- Asset Allocation
- Mutual Funds
- Risk Management
- College Education Planning
- Financial Analysis
- Insurance
- Investment Advisory
- Series 66
- Iras
- Investment Strategies
- Investments
- Securities
- Estate Planning
- Fixed Annuities
- Retirement Planning
- Finance
- Certified Financial Planner™
- Series 7
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