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Connect With an Investment Management Advisor
Heath R. Jordan, CFA
Senior Vice President/Investment Officer
Chief Investment Officer
Credentials
- Chartered Financial Analyst (CFA)
Work-related Experience
- 24 years of Investment Management experience in analytical, portfolio management and leadership roles
Specialty
- Portfolio Management
- Individual and Institutional Investment Strategy
Professional and Community Affiliations
- CFA Society of Mississippi | Prior President
- CFA Society of Mississippi | Member
Market Areas Served:
Alabama | Florida | Mississippi | Tennessee | Texas
Office Phone: 601.208.2926
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