Business Name: Merrill Lynch - Carly Jordan, CFP® ( URL )
Email: Contact
Phone Number: 856-231-5566
Business Category:Select a Category
About the Business:

Managing your money can be overwhelming. With priorities ranging from retirement, to paying for college, to taking care of elderly parents, to preparing for your own healthcare needs, it’s a lot of competing demands to juggle. That’s where I come in. My name is Carly Jordan, and as a Merrill Financial Solutions Advisor, I work with you one-on-one to define your goals and choose a portfolio strategy designed to help you reach them. I am here for ongoing advice, and as your situation changes, we can adapt your portfolio to change with it.

Carly is Series 7 and 66 licensed, life insurance licensed, and a CERTIFIED FINANCIAL PLANNER® practitioner, the standard of excellence for the industry. She graduated from The Pennsylvania State University and has earned credits toward a Masters Degree at Drexel University