Lilly Kate Jordan, Financial Advisor located in Alamo Heights, TX

Financial Advisor
Lilly Kate Jordan

CFP®
4940 Broadway Suite 340, Alamo Heights, TX 78209opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Antiquing
  • Pets
  • Photography
  • Spending Time with Family
  • Camping

Team Members

  • Eva Rodriguez
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(210) 826-1571

Fax

(877) 826-1748

Office Address

4940 Broadway Suite 340
Alamo Heights, TX 78209opens in a new window

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