Valda Jordan's Location
Houston, TX, US
Valda Jordan's Work
- Vice President, Financial Solutions Advisor @ Merrill Lynch
- Financial Advisor @ Principal Financial Group
Valda Jordan's Education
- University of Miami
Master of Business Administration
- Dalhousie University
Bachelors (Economics)
Valda Jordan's Skills
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Investments
- Income Protection
- Estate Planning
- Executive Benefit Strategies
- 401k Rollovers
- Charitable Gift Planning
- College Funding Strategies
Valda Jordan's Summary
Valda Jordan, based in Houston, TX, US, is currently a Vice President, Financial Solutions Advisor at Merrill Lynch, bringing experience from previous roles at Principal Financial Group. Valda Jordan holds a Master of Business Administration @ University of Miami. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Wealth Management, Investments, Income Protection and more, Valda Jordan contributes valuable insights to the industry. Valda Jordan has 1 email on RocketReach.
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