Jordan Ubertini

Background

About Jordan Ubertini

I began my career as a wealth management advisor in 2007 and alongside a team of specialists from Merrill, we develop personalized strategies for a select number of multi-generational families, entrepreneurs, corporate executives, and founders tailored to their unique goals and priorities. In addition, we provide investment consulting services for nonprofit organizations as well as institutional retirement clients through a robust philanthropic solutions and retirement benefits platform offered by Merrill and Bank of America. I'm honored and proud to be named to Forbes "Best-in-State Next Generation Wealth Advisors" list in 2019, 2023, 2024 (published annually Aug - Sept. Rankings based on data as of March 31 of current year.) I hold a Chartered Retirement Planning Counselor™-CRPC™ designation, awarded by the College for Financial Planning Institutes Corp* and the Certified Plan Fiduciary Advisor® designation, awarded by the National Association of Plan Advisors. As a former member of Merrill's Next-Gen Leadership Council, an internal group at Merrill, I worked alongside fellow council teammates to proactively deliver tangible outcomes and capture the Next-Generation's perspective alongside firm leadership. I received a Bachelor of Science in Finance, with a minor in International Business Studies, from the University of Delaware Alfred Lerner College of Business and Economics. I volunteer in my community as a current director for the Wayne Highlands Little League and formally served as past President of the Honesdale Rotary, as well as a board member of the Honesdale Area Jaycees. My wife, Chelsey, and I live in Northeastern Pennsylvania, with our four children.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.