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Howard Jordan

Howard J. Jordan, CFP®

Managing Partner

Howard has more than 26 years of financial services experience in the Naples/Marco Island area and was with Raymond James & Associates as vice president, investments from 2003 until 2020. The New Jersey native has been a Florida resident since 1991.

He is a graduate of Stockton University in New Jersey, where he majored in finance and minored in business administration. Howard has earned the CERTIFIED FINANCIAL PLANNER certification from Florida State University. He shares his knowledge with others, having served as an instructor in the CERTIFIED FINANCIAL PLANNER education program at Florida Gulf Coast University and lecturer for the university’s Learning for Life Seminar Series.

Community is very important to Howard. In addition to having served on the board of the Marco Island Civic Association, he founded the Upon a Star Foundation along with his wife. The foundation’s mission is to help children in need participate in extracurricular activities that foster family values.

Howard and his wife, Michelle, have three children and two grandchildren.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

5551 Ridgewood Drive, Suite #300 | Naples, FL 34108 | T: 239.653.9854 | TF: 1.866.906.2325 | F: 239.631.6107 | Map and Directions