Jordan KeenClient Onboarding Specialist

Jordan Keen
Client Onboarding Specialist

Jordan Keen holds a Bachelor’s degree in Management from Purdue University. Jordan is familiar with the entire client experience. Jordan specializes in planning client meetings, new account design, cashiering, financial planning inputs, and all done with exceptional care. She ensures a concierge level service on all interactions. Jordan will work with clients from inception to portfolio implementation. 

Jordan was born and raised in Indiana, but chose to settle in Florida with her husband and two boys. She loves being with family and friends, spending time on the water, reading, and enjoying the beautiful Florida sunsets.