Jordan joined IAA’s business development team in July 2017. Her primary responsibility is working with prospective clients to educate and consult with them on the planning, process and rewards of transitioning their business to a private practice model with Independent Advisor Alliance.
Jordan’s career in financial services began over 10 years ago with John Hancock and she was most recently a part of the LPL recruiting team in Boston. IAA’s pro-LPL partnership made this position a great fit and she is excited to be part of an organization that enables advisors to gain control and ownership of their practice, while also providing the support and resources to help them grow.
Jordan is active in her local church and school community and served as a member of the LPL Boston Employee Volunteer Committee, helping to organize charity drives and community outreach opportunities for LPL employees. She has also run the Boston Marathon three times, to raise money for local charities, most recently for Boston Children’s Hospital. In her free time, she enjoys reading, traveling and spending time with her family and friends.
Originally from Massachusetts, Jordan graduated from Providence College with a degree in Marketing in 2003. After spending time living and working in Australia, she returned home to the Boston area where she now resides with her husband and three young children.