Jordan is driven to provide personalized wealth management strategies high-net-worth individuals desire. He holds the CERTIFIED FINANCIAL PLANNER certification; Certified Investment Management Analyst® (CIMA®) certification; and Chartered Retirement Planning Counselor designation. His focus is providing customized wealth strategies and personalized client service. Always acting with integrity and having the best interest of clients in mind, Jordan strives to help clients find clarity and strength in their financial future. From helping business owners and families preserve and grow wealth, to assisting retirees and professionals with retirement and legacy planning, Jordan brings diligence and foresight to every financial step.

Prior to joining Merrill Lynch Wealth Management, Jordan has supported investors’ financial services planning needs since 2006, gaining invaluable experience customizing recommendations specific to each client. Today, he applies this attention to detail in his client relationships, always working hard helping clients to achieve their financial goals — whether he’s addressing equities, hedge funds, managed futures or other financial strategies.

Jordan graduated from Berry College with a bachelor’s degree in finance and economics. Jordan is married to Michelle, and they enjoy spending time with their children, Madison and Jacob.



*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Cole joined Merrill Lynch Wealth Management and The Shivers Group in 2016. In his current role, Cole performs sophisticated modeling of financial strategies and constructs customized investment portfolios to match with clients’ risk tolerances and time horizons. Cole also researches the specific investments utilized in those portfolios and tracks the implementation process for any changes.

Cole graduated from the University of Mississippi with a Bachelor's Degree in Managerial Finance. He was born in Atlanta and attended Marist School. In his free time, he enjoys playing golf, baseball, fishing, volunteering at his church and getting back to The Grove for football games every fall.

Melinda has been with Merrill Lynch Wealth Management since 1997. Melinda provides concierge level of support to clients, assisting them with a multitude of services, including security transactions. At the core of her philosophy is a desire to build lasting relationships and to ensure that clients have a positive, satisfying service. She lives in Cumming, Georgia with her husband Doug and 2 daughters.