Jordan sits on Grimes & Company’s Financial Planning Council and is also a member of The Financial Planning Association of Massachusetts. He enjoys helping clients develop a financial plan and investment portfolio that is aligned with their goals and objectives. Jordan joined Grimes & Company in 2014 after working for an independent registered investment advisor on the North Shore of Massachusetts for several years. He is a graduate of Bryant University with a BS in Business Administration and a concentration in Financial Services. Jordan has also completed Merrimack College’s Certificate in Advanced Financial Planning program and earned the CFP® (CERTIFIED FINANCIAL PLANNER™) des