Merrill Lynch Private Wealth Advisor Brent Jordan

ted to helping you pursue your financial goals by offering personalized attention and customized services supported by the capabilities of a global institution. Our team of rigorously trained private wealth advisors at Merrill Lynch Private Wealth Advisor Brent Jordan in Orlando, Florida, prioritize your unique needs and provide industry-leading research and expert analysis to help you stay ahead.

With a limited number of clients, we offer personalized strategies for all aspects of your financial life, now and for future generations. Our philosophy celebrates collaboration, drawing on the resources and insights of a global financial institution to create strategies that reflect your aspirations. We believe in managing risk first and foremost, followed by investment returns, to help you achieve your goals.

Windermere Private Wealth Management, a division of Merrill Lynch, provides direct access to a broad platform of services, including cash management, family wealth transitions, capital markets capabilities, and Bank of America banking and lending. Our investment approach is focused on absolute returns and structuring portfolios with downside risk in mind.

As a client of Merrill Private Wealth Management, you have access to a team of specialists who will work with you to understand your priorities and create a personalized financial strategy. We are committed to enhancing your overall experience by investing in client tools and new technology. Our goal is to help you simplify your life and pursue what's most important to you.