Jordan Smith, CFP®

“I enjoy listening to clients’ stories and then crafting strategies that get them on the path to achieving their financial goals.”

Jordan holds the CERTIFIED FINANCIAL PLANNER™ certification along with a Series 65 securities license.  In addition to working directly with clients, Jordan manages our advisor team. He’s a native of Richmond, Virginia, and earned a degree in business with a concentration in finance at Virginia Tech before embarking on his career in financial services with Millennium in 2009.