Financial Advisors
Alamo Heights, TX
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.
Ideal for: Military professionals and veterans, Entrepreneurs and business owners, Pre-retirees and retirees, Individuals seeking comprehensive wealth planning
Service area: Alamo Heights, San Antonio, and surrounding areas
CFP® Certified: Lily Kate Jordan holds the Certified Financial Planner designation, demonstrating advanced expertise and adherence to strict ethical standards in financial planning.
Specialized Military & Veteran Services: Offers dedicated financial planning and retirement income strategies tailored specifically for military professionals and veterans.
Edward Jones Support: Backed by Edward Jones's established resources, research, and comprehensive financial planning tools for personalized wealth management.
Address: 4940 Broadway #340, Alamo Heights, TX 78209
Phone: (210) 826-1571
Website: edwardjones.com
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