Jordan Shuck
ASSOCIATE, WEALTH MANAGEMENT
Jordan is an Associate of Wealth Management at Choreo in the Potomac office. A recent graduate of Fairfield University, she gained valuable experience as an intern at Merrill Lynch, where she created summary documents for clients and facilitated interactions between clients and management.
In her current role, Jordan supports advisors by managing client needs, including trading and portfolio rebalancing to enhance efficiency, processing money movements based on client requests, and assisting with the team’s day-to-day operations. She has obtained her Series 65 registration and is eager to deepen her involvement in financial planning, with a focus on personalized strategies and exceptional client service.
Outside of work, Jordan enjoys going on long walks, hot yoga classes, and exploring Washington D.C.’s diverse restaurant scene with friends.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- Series 65
EDUCATION
- BS, Finance, Fairfield University
