Edward Jones - Financial Advisor: Lily Kate Jordan, CFP®

Lily Kate Jordan is a CFP® certified financial advisor at Edward Jones in Alamo Heights, specializing in comprehensive financial planning for military professionals, veterans, entrepreneurs, and business owners. She offers retirement income strategies, portfolio reviews, wealth strategies, and retirement savings planning for clients of all asset levels. With her fiduciary commitment and personalized approach, she helps clients build and manage their financial futures through introductory consultations, strategy reviews, and guidance on major financial events.