Team Spotlight: Jamel Gordon

team member spotlight

Meet Jamel

Jamel Gordon has over 10 years of experience in the finance industry. He specializes in working with high-net-worth families and individuals, entrepreneurs and athletes on estate planning, business succession planning and investment strategies.

He is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 63, and 66 licenses and the Life, Health, Variable Annuity license.

Gordon brings his clients a thoughtful and comprehensive approach to achieving their estate planning, wealth protection and legacy building goals.

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.

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