Being an Edward Jones financial advisor means more to me than financial assessment and wealth strategies. It's the passion to serve those in my community - a calling to make a difference in someone's future. Whether it's the need to plan for retirement, reduce taxes, administer a 401k plan for your business or saving for college, I can help.
A native Texan born in El Paso, I proudly serve the Alamo City of San Antonio and surrounding areas. I earned my bachelor's in computer science from the University of Houston-Victoria in 2004. That same year, my childhood friend and I took our marriage vows. We are blessed to have two adorable little boys and an energetic dog with a tail that doesn't stop wagging. If it were up to me, we'd have three more dogs. My family and I are all in agreement to expand our family to love and raise an adopted child in the years to come.
As your financial advisor, I welcome the opportunity to get to know you and your family, work with your attorney, accountant and other trusted professionals to deliver a comprehensive approach that leverages everyone's expertise. Working together, as I understand what's important to you, we will develop a complete, tailored strategy to help you achieve your financial goals.
Please contact me for a complimentary appointment to discuss your situation and options. I look forward to learning your story and committing to help you with your long term financial dreams.
Lilly Kate Jordan
My Personal Interests
- Spending Time with Family
Office Address4940 Broadway Suite 340
Alamo Heights, TX 78209
Phone NumberLilly K Jordan at (210) 826-1571
|Mon||08:30AM - 05:30PM|
|Tue||08:30AM - 05:30PM|
|Wed||08:30AM - 05:30PM|
|Thu||08:30AM - 05:30PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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