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Jordan  Fowler, CFP®, CIMA®, CLU®

Jordan Fowler, CFP®, CIMA®, CLU®

AVP, Investment Executive

About Me

I have been working in the financial services industry for more than a decade. I was born and raised in the
Pittsburgh area and currently live in the South Hills with my wife and two children. Many of our weekends are
spent swimming, boating and enjoying outdoor lake activities.


Allegheny College, B.A., Economics

Licenses and Accreditations

  • Series 7 and Series 66 registration
  • Pennsylvania Life, Accident and Health Insurance

My Philosophy

My approach to advising is rooted in a holistic financial planning process and the belief that every client should have a plan and recommendations that are tailored to their situation and comfort level.

At the outset of a relationship, I spend time learning and understanding my client’s objectives and aspirations
before developing investment strategies to help them pursue their short- and long-term goals. Through monitoring and regularly scheduled reviews, we ensure the plan remains on track — making necessary adjustments as life and goals change.