Jordan Gallant


Jordan Gallant is a wealth advisor who works with business owners, professionals and families to determine their financial goals and the opportunities to achieve those goals. Jordan believes planning is the key to accomplishing desired outcomes. But proper planning involves understanding your current life stage and what tax consequences come along with that. Jordan’s approach is based on the belief that clients are unique and require a customized approach as they plan for their financial future.

With over six years of experience in the investment industry, Jordan has his Series 7, Series 66, and a Life, Health and Accident insurance license. Jordan holds a Bachelor of Science in business marketing from Missouri State University.