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Jordan Marshall, CPA/PFS, CFP®

Jordan Marshall, CPA/PFS, CFP®

Senior Vice President, PWM Financial Planner

615-341-7036

jrmarshall@rwbaird.com

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.