Henry Jordan

About Henry Jordan

Mr. Jordan is a Senior Vice President - Wealth Management for UBS. He is responsible for advising affluent families, their businesses, institutions and non-profits, as well as their respective trusts, estates, foundations, endowments and pension plans on all matters related to the capital markets. Mr. Jordan works closely with his clients and their trusted tax and legal advisors on all matters, including tax and estate planning, wealth management, financial planning, the management and liquidation of concentrated stock positions, and the sales of privately held businesses.Key words: financial advisor, wealth management, capital markets, emerging markets, wealth planning, bonds, muni\'s, municipal bonds, intermediate bonds, fixed income, fee based, high net worth, HNW, foundations, risk tolerance, goals, time horizon, retirement plans, 401K, business owner, owner, Chief Executive Officer, CEO, President, retiree, retiredPlease visit http://financialservicesinc.ubs.com/wealth/E-maildisclaimer.html for additional important disclosures and information about our e-mail are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor - Senior Vice President - Wealth Management

   UBS

   Aug 2011 — Present

Education

• University of North Dakota

  BSBA, Economics, Statistics and Records Management

• University of North Dakota

  MBA, Economics