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YOUR TEAM
Our Team
JORDAN ROBERTS | Director of Financial Planning
Jordan enjoys helping clients prepare for retirement through robust financial planning. His 5-step planning process gives clients clear goals and confidence that they will be able to maintain their lifestyle in retirement. While he works with various professionals such as dentists and lawyers, he has also developed a niche for serving widows who are suddenly burdened with the responsibility of managing their own investments. Jordan regularly posts content for widows on his website, www.widowsfinancialharbor.com.
Jordan grew up in Greenville, South Carolina. He attended Clemson University and graduated cum laude with degrees in Biological Sciences and Spanish. He received his Juris Doctor from the Charleston School of Law.After graduating from law school, Jordan joined an independent investment adviser in South Carolina as General Counsel, where he worked for 4 years. He then transitioned to a financial advisor role at one of the “big box” firms. Jordan joined Parallel Financial as a financial advisor in 2020.
Jordan and his wife have been married for 15 years, and they have 5 children. His wife is a dentist in Simpsonville. Jordan and his family are parishioners of St. Mary’s Catholic Church in Greenville. In his free time, Jordan enjoys reading, pickle ball, golf, and spending time with family. On any given Saturday in the Fall, he can be found watching his Clemson tigers with his wife and children.
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