Stewardship Wealth Advisors is pleased to announce the newest addition to our team! As a comprehensive wealth management firm, we always strive to offer our clients exceptional service and focused, personalized attention. Our mission is to help you feel confident, connected, and in control of your continuing financial success through customized retirement and financial planning, tax analysis, and wealth preservation strategies. We are excited to have found a new team member as committed as we are to carrying out our mission.
Jordan Banning is our newest financial advisor! In his role at Stewardship Wealth Advisors, Jordan will manage a variety of responsibilities, each focused on improving the financial well-being of our clients. Jordan genuinely cares to understand and connect with the people he works with, identifying the root issues that make up their comprehensive financial picture, and then provide strategies for any need, simple or complex. When Jordan is not with clients, his time will be spent researching and analyzing portfolios, retirement plans, cash flow projections and working closely with our network of financial professionals to leverage their experience for our clients.
With 10 years of financial experience under his belt, Jordan has worked closely with both individuals and business owners, leveraging the knowledge he has accumulated while working in corporate banking, accounting, and business management firms to find the solutions and lay out strategies needed to navigate a wide range of financial scenarios.
Originally from the Midwest and raised in Bismarck, ND, Jordan spent many summers playing bocce ball on the sandbars of the Missouri River or taking sunset boat cruises around the lake at his grandparent’s lake house in MN; enjoying the call of the loons. When he goes back to visit his Midwest roots, you can guarantee the first thing he will seek out is Cloverdale Summer Sausage and a trip to Bismarck Big Boys for some Pizza-Burgers “Flying Style”!
When Jordan isn’t in the office serving his clients, he loves investing his time in music. He is an accomplished guitarist, pianist, and vocalist, in addition to several other instruments, and loves nothing more than filling the house with music around his friends and family – whether it’s on the piano or karaoke! For Jordan, connecting with people is incredibly important, and this is the reason he is so passionate about experiencing the “heartbeat” of various cultures—especially through language and food! Jordan firmly believes that a well-cooked meal is an important staple of the Banning household; he very much enjoys honing his culinary skills to bring his family together at the dinner table. He is also fluent in Spanish and enjoys learning the basics of the various languages of the people he meets.
Jordan and his wife also love to travel, they have made a commitment to one another to visit at least one new place every year. Some of their favorite experiences to date have included seeing Broadway productions in New York City, whale watching in the Puget Sound, cliff jumping in Maui, and horseback riding/spelunking in the Dominican Republic. When they are not off being adventurous, they spend their weekends with friends, solving escape rooms and letting their competitive sides show while playing board games.
We hope you get a chance to welcome Jordan to our team and benefit from his knowledge and passion, we know you will love him as much as we do! If you want to experience the difference Stewardship Wealth Advisors can make in your financial success, contact us at 623.251.7282 or email us at email@example.com to set up an introductory meeting.
About Stewardship Wealth Advisors
Stewardship Wealth Advisors is an independent, Phoenix based wealth management firm dedicated to empowering clients to steward their wealth well and maximize their hard work and dedication. Our founder, John McBride, with over 25 years of experience and his team builds a foundational relationship to create a personalized financial plan with the mission to help their clients reach their goals and achieve financial independence. To learn more about our firm’s comprehensive wealth management and financial planning services and how we can help you, connect with us online.