Jordan Marshall, CPA/PFS, CFP®
Senior Vice President, PWM Financial Planner
Jordan R. Marshall joined Baird and the Carter Hooper Group in 2014 after working in public and private-sector accounting for a decade. Jordan focuses on financial planning with an emphasis on tax and estate planning. He received a bachelor’s degree in accounting in 2004 and a master’s degree in taxation in 2005, both from the University of Tennessee. He currently resides in Green Hills with his wife and two children.