Jordan Yorks
Director of Financial Services
Top 5 Things to Know About Jordan
- Works closely with high-net-worth individuals on financial planning needs
- Coordinates with trusted advisors to support comprehensive client strategies
- Helps clients navigate investment and insurance planning decisions
- Plays an active role in the firm’s marketing and brand initiatives
- Known for building strong relationships through a collaborative approach
Jordan Yorks helps clients connect their tax, financial, and personal planning objectives through a coordinated advisory experience. Working closely with high-net-worth individuals and families, he serves as a bridge between clients and their broader team of advisors, helping ensure financial decisions are aligned with long-term goals and priorities.
As a member of the Financial Services team, Jordan supports clients with investment guidance, financial planning, and life insurance needs. He works alongside partnered advisors to create a collaborative approach that extends beyond traditional tax and audit services, allowing clients to benefit from integrated financial support. His relationship-focused style helps foster trust and communication among clients and advisors, ensuring important decisions are approached with clarity and confidence.
In addition to his client responsibilities, Jordan plays an active role in the firm’s marketing efforts. He helps support the Walter Shuffain brand platform and contributes to the planning and execution of the firm’s overall marketing strategy.
- Financial Planning Support
- Investment Guidance Coordination
- Life Insurance Planning
- High-Net-Worth Client Services
- Advisor Relationship Management
- Financial Services Consulting
- Bachelor’s Degree, Isenberg School of Management, University of Massachusetts Amherst
- Volunteer Big Brother, Jewish Big Brother Big Sister
Jordan loves spending time with family and friends. He enjoys getting out on the course as much as possible as an avid golfer. Jordan is also a volunteer at the Jewish Big Brother Big Sister organization, where he has been a big brother for the past eight years.