Amanda Jordan

Amanda B. Jordan, CFP®, CTFA
Wealth Advisor Truist Bank

200 W Forsyth St

5th Floor,

Jacksonville, FL 32202-4300

About me

Background

Amanda Jordan, a Vice President and Wealth Advisor with Truist Bank, offers clients more than 17 years of comprehensive wealth management experience. She has a team approach bringing together specialists in investments, financial planning, credit, philanthropic, legacy, and estate planning strategies. Amanda started her wealth career at SunTrust, now Truist, as a Trust Specialist providing personalized service to trust clients and families. In another prior role, Amanda was a Vice President & Trust Officer overseeing a wide range of fiduciary accounts with varying investment needs. Amanda earned the professional designations of Certified Financial Planner (CFP) and Certified Trust Financial Advisor (CTFA).

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA Management and Marketing
University of North Florida 2002
MBA
University of North Florida 2010

Personal Interests

Amanda is a native of Jacksonville, FL and serves on the board of Girls Inc. Jacksonville and is a member of the Estate Planning Council of North Florida.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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