Charlie Jordan Email & Phone Number
Practice Area Leader - Retiring Well @ CI Brightworth Private Wealth
Charlie Jordan's Location
Marietta, Georgia, United States
Charlie Jordan's Work
- Practice Area Leader - Retiring Well @ CI Brightworth Private Wealth
- Partner in Charge - Retiring Well @ CI Brightworth Private Wealth
- Partner and Lead Advisor @ CI Brightworth Private Wealth
- Partner and Wealth Advisor @ CI Brightworth Private Wealth
- Wealth Advisor @ CI Brightworth Private Wealth
- Financial Planner @ CI Brightworth Private Wealth
- Financial Planner @ Habif, Arogeti & Wynne, LLP
- Complex Gift Asset Manager @ National Christian Foundation
- Financial Planner @ JPH Advisory Group, Inc.
- Financial Advisor @ American Express Financial Advisors
Charlie Jordan's Education
- University of Florida - Warrington College Of Business
B.S. (Finance)
1998 - 2000 - Kennesaw State University - Michael J. Coles College of Business
MAcc (Accounting)
2007 - 2009 - University of Houston1996 - 1997
- Niceville High School1993 - 1996
Charlie Jordan's Skills
- Estate Planning
- Financial Planning
- Retirement Planning
- Finance
- Wealth
- Retirement
- Portfolio Management
- Management
- Insurance
- Leadership
Charlie Jordan's Summary
Charlie Jordan, based in Marietta, Georgia, United States, is currently a Practice Area Leader - Retiring Well at CI Brightworth Private Wealth, bringing experience from previous roles at CI Brightworth Private Wealth. Charlie Jordan holds a 1998 - 2000 B.S. in Finance @ University of Florida - Warrington College Of Business. With a robust skill set that includes Estate Planning, Financial Planning, Retirement Planning, Finance, Wealth and more, Charlie Jordan contributes valuable insights to the industry. Charlie Jordan has 3 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Charlie Jordan you were looking for?
Find contact details for 700 million professionals.
Others Named Charlie Jordan
-
45
-
2
-
31
-
View
Charlie Jordan
Wealth Management Lending Specialist at Bank of America
Dallas, Texas, United States5+5+ -
View
Charlie Jordan
Strategic Schools and Colleges Deputy Team Leader and Account Manager at Softcat plc
Brighton, Brighton and Hove, United Kingdom11
Top CI Brightworth Private Wealth Employees
-
32
-
25+
-
13
-
View
Charlie Jordan
Practice Area Leader - Retiring Well at CI Brightworth Private Wealth
Marietta, Georgia, United States32 -
ViewDonald Smith
Director of Corporate Operations at CI Brightworth Private Wealth
Atlanta, Georgia, United States41 -
12
-
31
-
ViewJennifer Turner
Director of Investment Operations at CI Brightworth Private Wealth
Dawsonville, Georgia, United States2 -
21
-
1
-
ViewDonald Smith
Director of Corporate Operations at CI Brightworth Private Wealth
Atlanta, Georgia, United States23 -
1
-
View
Ryan Lewis
Investment Operations Specialist at CI Brightworth Private Wealth
Atlanta, Georgia, United States11 -
View
Kelsey Blakely
Relationship Manager at CI Brightworth Private Wealth
Charlotte, North Carolina, United States45+ -
ViewLucita Broussard
Relationship Manager at CI Brightworth Private Wealth
Atlanta, Georgia, United States33 -
ViewHeather Hess
Marketing Manager at CI Brightworth Private Wealth
Atlanta, Georgia, United States22
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
