Jordan Tompkins began his career in the financial services industry in 2010. He is committed to helping clients with their wealth management planning, portfolio management strategies as well as providing access to banking solutions from Bank of America. Utilizing a goals-based approach in working with his affluent clientele, Jordan dedicates significant time to understanding factors that contribute to each client’s objectives, concerns and emotions. With a family of his own, Jordan understands the importance of your desire to provide a secure future for your loved ones. He is committed to helping you achieve your financial goals and preserve your legacy for the generations to come.
Jordan served our country in the United States Air Force prior to graduating with honors from Ashford University with a Bachelors in Finance. He is recognized by The College for Financial Planning Institutes Corp. as a Chartered Retirement Planning CounselorTM designee.
Jordan currently serves on the Education Practices Commission through the Florida Department of Education as well as sits on the Board of Directors for the SWFL Veterans Alliance, and his local HOA as well as previously served on the Board of Young Professionals of Naples. Additionally he is an active volunteer within Grow Church of Naples, The Collier Country Veterans Council, Freedom Waters Foundation, VFW Post 7721, and the Leadership Collier Foundation. Raising his family alongside his beautiful wife Danielle, they often find themselves enjoying time in the great outdoors with their two daughters Moreh and Anabella along with the family dog, Finn. They enjoy family boating, fishing, swimming, cycling and golf.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
