Ellen Jordan Email & Phone Number
Senior Vice President and Financial Planner @ Bryn Mawr Trust
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Ellen Jordan Location
- Malvern, PA, US
Ellen Jordan Work
- 2007 -now Senior Vice President and Financial Planner @
- 2007 -now Wealth Practice for Inspired Women @
- 1996 -2007 Manager and Financial Planner @ The Vanguard Group
Ellen Jordan Education
- Wheaton College (MA)
Bachelor’s Degree (Political Science and Government)
1977-1981 - Agnes Irwin School
High School
1967-1977
Ellen Jordan Skills
- Series 7
- Retirement Planning
- Investments
- Wealth Management
- Portfolio Management
- Mutual Funds
- Strategic Financial Planning
- Retirement
- Asset Management
- Securities
- Investment Advisory
- Financial Services
- Estate Planning
- Investment Strategies
- Wealth Management Services
- Asset Allocation
- Finance
- Certified Financial Planner
Ellen Jordan Summary
- Ellen Jordan, based in Malvern, PA, US, is currently a Senior Vice President and Financial Planner at The Bryn Mawr Trust Company. Ellen Jordan brings experience from previous roles at The Bryn Mawr Trust Company and The Vanguard Group. Ellen Jordan holds a 1977 - 1981 Bachelor’s Degree in Political Science and Government @ Wheaton College (MA). With a robust skill set that includes Series 7, Retirement Planning, Investments, Wealth Management, Portfolio Management and more. Ellen Jordan has 1 emails and 1 mobile phone numbers on RocketReach.
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