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Jordan Smith

Financial Planning Simplified - Financial Freedom Realized - Private Wealth Management
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Tampa, Florida, United States
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Jordan Smith

Financial Planning Simplified - Financial Freedom Realized - Private Wealth Management
Clay User Badge
Tampa, Florida, United States
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Jordan Smith is a highly accomplished and trusted Financial Advisor, renowned for his exceptional service and commitment to building strong client-advisor relationships. With an impressive track record of success, Jordan has earned the unwavering trust of his clients in their joint pursuit of financial stability and freedom. As a member of the JT Smith Group, LLC at Darwin Wealth Management, he brings a wealth of expertise and personalized strategies to help clients navigate the intricate financial landscape.

Jordan's impressive education includes a Bachelor of Science degree in Accounting from the University of Central Florida, where he graduated with a remarkable GPA of 3.6, placing him in the top 15% of the College of Business Administration. This solid educational foundation, combined with his extensive professional experience, makes him a highly sought-after advisor.

Prior to joining the JT Smith Group, LLC, Jordan held Vice President positions in Merrill Financial Solutions Advisor at Bank of America Merrill Lynch, where he honed his skills in developing comprehensive financial solutions for clients. He also served as an Assistant Vice President and a Financial Solutions Advisor, showcasing his deep understanding of the financial markets and a keen ability to navigate complex investment strategies.

As a testament to his versatility and leadership qualities, Jordan also held the role of Director of Communications at Keller Williams Realty, Inc. and served as an Audit Intern at Grant Thornton LLP. These experiences have enabled him to develop strong communication skills and a keen eye for detail, skills that set him apart in the financial advisory field.

Jordan's commitment extends beyond his client relationships, as he is actively involved in various professional organizations. Currently serving as a Financial Advisor at Darwin Wealth Management, he collaborates with a team of experts to deliver exceptional services to clients. His previous roles at Bank of America Merrill Lynch have also shaped his understanding of the industry and allowed him to build a strong network of professionals.

To experience the exceptional service and personalized strategies that Jordan brings to the table, clients can schedule a meeting through the provided link, calendly.com/jordan-t-smith. By partnering with him, individuals can elevate their financial well-being and unlock their path to financial freedom.

This public profile is provided courtesy of Clay. All information found here is in the public domain.