Carol Jordan,MBA,CFP
Investment Advisor Representative of Osaic Wealth, Inc
Carol offers a wide knowledge and experience with over 35 years in the financial services industry. Setting goals and designing method to help achieve those goals along with periodic financial reviews are important part of her financial planning strategy.
Carol is a graduate of the University of South Florida and earned her MBA in Business Administration from the Florida Institute of Technology. She is a member of the Tampa Bay Financial Planning Association and the Pinellas County Estate Planning Council. She has served on the Boards of the Suncoast Hospital and the Tampa Chapter of Executive Women International.
Carol has lived in the Tampa Bay area since 1970 and is active in her church and community activities. She is married for more than 35 years and has two sons.