Heidi Jordan, Financial Advisor located in Dallas, TX

Financial Advisor
Heidi J Jordan

CFP®, CEPA®
4925 Greenville Ave Ste 1015, Dallas, TX 75206opens in a new window
Accepting New Clients
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Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Healthcare Professionals
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Art & Theater
  • Movies & Entertainment
  • Baking
  • Basketball

Team Members

  • Debbie Beard
    Sr. Branch Office Administrator
  • Lauren Canada
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(214) 358-6485

Fax

(800) 324-1802

Office Address

4925 Greenville Ave Ste 1015
Dallas, TX 75206opens in a new window

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