Philip Jordan, CRPC, is a seasoned financial professional currently serving as the Branch Manager and First Vice President of Wealth Management at UBS Financial Services Inc. Having joined UBS in 2010, Philip brings extensive experience from their previous role as First Vice President of Investments at Merrill Lynch from 2003 to 2010. Philip earned a Bachelor of Science in Finance from Elon University, graduating in 1987. They are registered to practice in multiple states, reflecting a diverse and broad-ranging expertise in financial services.
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