Jordan Daugherty
Investment Analyst at Fsa Wealth Partners
Based in Washington, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Washington
Industry
Financial Services
Company size
75
Contact information
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j•••••••@fsainvest.com
Phone
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Background
About Jordan Daugherty
With a Chartered Financial Analyst (CFA) designation and proficiency in buy-sell decision-making improvement, my role at Financial Services Advisory centers on delivering strategic investment insights and fostering enduring client relationships. Our team prioritizes client satisfaction through meticulous portfolio management and effective communication, ensuring tailored strategies that resonate with client goals.At Campbell Wealth Management, the skills I honed in project coordination and web content management were instrumental in executing client service initiatives. Collaborating with stakeholders, we successfully facilitated investment and retirement seminars, enhancing client engagement and education. These experiences have cemented my commitment to operational excellence and continuous professional growth in financial services.
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