Money Professionals

Who We Are

Over Three and a Half Decades Of Experience Working For You

We invite you to meet . . . . . .

Donna Jordan, Managing Member, is an Investment Manager, and CERTIFIED FINANCIAL PLANNER® PRACTITIONER. She holds the Accredited Investment Fiduciary® (AIF) designation, and is a Chartered Life Underwriter (CLU); a Registered Health Underwriter (RhU); and has been certified in divorce planning. Ms. Jordan holds a Master's degree and has over 40 years of experience in a broad range of financial services, including banking, financial planning, mortgage banking, insurance, investment management, and employee benefits.

Ms. Jordan is also an Employee Benefits Consultant. As the owner of Jordan Financial Services, specializing in financial services for small businesses, including employee benefits consultation and implementation.

An adjunct instructor for Florida State University's Office of Distance Learning, Ms. Jordan teaches both classroom and online financial planning classes for CFP® certification classes. She has also taught consumer education courses at both Pensacola Junior College and Okaloosa-Walton Community College. In addition, she is a state-designated Continuing Education instructor for Florida life insurance professionals.

During her career, Ms. Jordan has served as President for a number of professional organizations, including the NW Florida Estate Planning Council, NW Florida Society of Financial Service Professionals, Financial Planning Association—Gulf States Chapter, Pensacola Association of Life Underwriters and its Past-Presidents Council. In addition, she was a founding member of the NW Florida Association of Health Underwriters.

Ms. Jordan has served on the Textbook Review Committee for the CFP® Board of Standards, and has participated with FSU, in a grant from the Foundation for Financial Planning, to provide the public with financial planning information via the Internet.

Having previously served on the Board of Directors of Liberty National Bank, Fort Walton Beach, Florida and the Creative Learning Center, Pensacola, Florida, Ms. Jordan was also a member of the Pensacola Chamber of Commerce Small Business Council and a 1989 “Leadership Pensacola” graduate.

Active in her community, Ms. Jordan has been a member of Gulf Breeze Rotary Club and has served on the Alzheimer Family Services Board, and the United Way of Escambia County's Distribution Committee. She was also a Charter member of Liberty Sertoma, an award-winning women’s club recognized for excellence and community service, and has served in various capacities for other local civic and charitable organizations.