As a wealth advisor, Jordan Maruszak enjoys collaborating with Navitas clients on comprehensive financial plans to define and create clarity around their goals for personal, family, business, and legacy wealth. He and his team advise and help clients implement the best strategies to accomplish their goals and refine these plans over time, tailoring strategies for growth, preservation, and preparation for the future.
Jordan, a Certified Financial Planner™ professional and Certified Wealth Strategist®, draws on a wide range of experience in the financial services industry. After beginning his career at Northwestern Mutual, he served as an investment consultant for Fidelity Investments, working with retail clients and retirement planning. As a financial consultant for Charles Schwab, Jordan advised investors on trading strategies and asset management. More recently, as a wealth advisor at Regions Financial and later Hancock Whitney, Jordan advised affluent business owners and commercial clients in a variety of areas including loans, investments, and insurance.
He earned his Bachelor of Business Administration in Marketing from the University of Mississippi. Outside of work, Jordan enjoys spending time with his wife and three children, as well as reading, golfing, and boating.