Your Future is Now

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Roy Jordan will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Roy Jordan help you ensure your financial future is all you want it to be.

Roy Jordan Wins National Community Service Award from the Invest in Others Foundation

For the past dozen years, Roy Jordan has been an avid supporter and advocate for the Green Hills YMCA and the YMCA of Middle Tennessee. He raises funds and recruit volunteers for his local YMCAs, demonstrating dedication and leadership as he pays it forward for a new generation of ‘Y kids’ and members of his community. In recognition of his service, Jordan won the national 2016 Invest In Others Community Service Award and the YMCA received a $20,000 donation from the Foundation in his honor. Read more and view a video about Roy’s volunteer service.


Roy Jordan Wins Community Service Award from the Northwestern Mutual Foundation

Contributing to the community is a way of life for Roy Jordan. In honor of the work he does with The Green Hills Family YMCA and Restore Ministries, Jordan has been awarded the 2014 Community Service Award by the Northwestern Mutual Foundation.  The award is presented annually to 16 Northwestern Mutual financial professionals who demonstrate exemplary service with a local nonprofit.  As part of the award, The Green Hills Family YMCA will receive a $15,000 grant from the Foundation in Jordan’s honor.

Roy Jordan, CFP®

Wealth Management Advisor

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