Vanessa I. Jourdan

Senior Wealth Advisor at Mariner Wealth Advisors

Vanessa works with families, closely held business owners and corporate executives to provide comprehensive financial planning solutions to help meet their short- and long-term goals, including income tax planning, wealth transfer strategies and asset protection planning. Prior to joining Mariner Wealth Advisors, she worked as a banker at J.P. Morgan – Private Bank. Before that she also was a manager of the consulting team at Southern Wealth Management and a senior wealth advisor at Popular Inc. (Banco Popular de Puerto Rico).

Timeline

  • Senior Wealth Advisor

    Current role

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