Jordan D. Ellerbe, CFP^®

Growing up in Las Vegas, I was raised with a great sense of “hospitality.” My mother ran a restaurant in Las Vegas and was constantly welcoming people into our home to enjoy my grandmother’s abundant Italian cooking. I was always surrounded by lots of people and quickly became known as a “back of the kitchen kid.” As I grew older, a love for finance developed, but I never lost my heart for hospitality. Fast forward 20 years. My wife Danielle and I were gifted a meeting with a financial advisor. Going through this process brought a sense of financial confidence to us as we started planning for our future together. I quickly realized, as a financial advisor, that I too would have this opportunity to work with families, bringing that same sense of financial confidence that my wife and I experienced first-hand. My calling to finance solidified alongside my passion for hospitality, and my vision to combine the two was born. My mission as a financial advisor is to provide financial education to families and individuals while also providing the same level of hospitality that was instilled in me as a youth. I graduated from Bentley University with a B.S. in Finance and a minor in Law. As a financial advisor, I hold FINRA Series 7 and 66 licenses, as well as life, health, and variable annuity licenses, and I am a CERTIFIED FINANCIAL PLANNER®. I currently reside in Miami Beach with my incredible wife, Danielle, who holds a Doctorate in Nursing Practice and serves as an academic director and professor at the University of Miami's Herbert Business School. In my free time, I love to travel with Danielle, enjoy playing basketball, and watching sports. I also have the privilege of serving as a deacon at Crossbridge Brickell.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Long-term Care, Sudden Wealth