Ellen Jordan Cfp Email & Phone Number | Most of my clients are very smart, inspired women who love to take charge of their life; but something's changed, making them fearful and anxious about their financial future. They're not content to be told what to do with their money, they want to be part of the process, they want to understand what they're doing and why they're doing it, and how it will help them gain a sense of control over the next phase of their life. What's interesting is..... It does not matter if they have gone through a divorce, sold a business, lost their spouse, or are retiring, they all struggle with the same three concerns: Have I done enough? Can I live the life I want? How am I going to stay on-top of all this? While working with me, they will: 1. Develop Their Lifestyle Wealth Plan: that provides them with focus, clarity, and confidence. 2. Implement a Balanced Investment Strategy: delicately balancing their desire for safety with their need for income and growth. 3. Participate in my Inspired Women's Program: where they are encouraged, and inspired to gain the knowledge they need to feel a greater sense of control over their life.

Ellen Jordan Cfp

Most of my clients are very smart, inspired women who love to take charge of their life; but somethi...
Malvern, Pennsylvania, United States

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Ellen Jordan Cfp’s Email ellen.jordan@bmt.com

Ellen Jordan Cfp’s Phone Numbers +1 610-525-****

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Ellen Jordan Cfp’s Location Malvern, Pennsylvania, United States

Ellen Jordan Cfp’s Current Industry Bryn Mawr Trust The Bryn Mawr Trust

Ellen Jordan Cfp’s Prior Industry The Vanguard

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Wealth Practice for Inspired Women

2007-07-01 00:00:00 - Present

Senior Vice President/Financial Planner

2007-06-01 00:00:00 - Present

Manager/Financial Planner

1996-01-01 00:00:00 - 2007-01-01 00:00:00

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Ellen Jordan Cfp is a Most of my clients are very smart, inspired women who love to take charge of their life; but something's changed, making them fearful and anxious about their financial future. They're not content to be told what to do with their money, they want to be part of the process, they want to understand what they're doing and why they're doing it, and how it will help them gain a sense of control over the next phase of their life. What's interesting is..... It does not matter if they have gone through a divorce, sold a business, lost their spouse, or are retiring, they all struggle with the same three concerns: Have I done enough? Can I live the life I want? How am I going to stay on-top of all this? While working with me, they will: 1. Develop Their Lifestyle Wealth Plan: that provides them with focus, clarity, and confidence. 2. Implement a Balanced Investment Strategy: delicately balancing their desire for safety with their need for income and growth. 3. Participate in my Inspired Women's Program: where they are encouraged, and inspired to gain the knowledge they need to feel a greater sense of control over their life.