Jordan Meads
Senior Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Tyler, TX, US
- LinkedIn followers
- 500 followers
About Jordan Meads
My passion is helping families, professionals, and non-profit organizations think…
Experience
Senior Financial Advisor, Senior Vice President
May 2015 — Present
At Meads Wealth Management, we provide advice and financial strategies to select families and organizations who value a long term relationship with a trusted advisor. Clients, who desire integrated wealth management strategies, want to collaborate with an advisor who is genuinely concerned about their well-being. We strive to deliver a custom tailored approach which focuses on client\'s goals and provides access to the deep resources of one of the most trusted names in the industry. We offer clients customized:• Goals Setting• Investment Management• Retirement Planning• Education Savings• Insurance Analysis• Trust & Estate Strategies• Banking Services from Bank of America, N.A.• Credit Strategies and Lending from Bank of America, N.A.In the end, clients have gained an invaluable companion and advisor in their financial journey.
Education
United States Naval Academy
Bachelor's Degree
1999 — 2003
Skills
- Planning Team Leadership
- Community Service
- Leadership
- Logistics Management
- Organizational Leadership
- Military Operations
- Project Planning
- Leadership Development
- Strategic Planning
- Team Building
- Operational Planning
- Relationship Building
- Marine Corps
- Military
- Advising Clients
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