JORDAN WILSON, CFP® assists clients in the areas of retirement planning, estate planning, Social Security benefits, and wealth management. Jordan takes pride in identifying a variety of planning options and opportunities followed by clear guidance to be sure his clients make the best possible decisions for them and their family. Jordan chose to work with Steve, who is a successful leader in the financial industry and thrives on developing good client relationships.
Jordan holds his CERTIFIED FINANCIAL PLANNER™ , Series 7 General Securities License, Series 66 Uniform Combined State Law, Life and Health Insurance License, and is recognized as a National Social Security Advisor (NSSA). He earned his Bachelor’s degree in Engineering at the University of Maryland while playing varsity baseball for the Terps. Prior to working with Steven M. Molesky and Associates, Jordan was a licensed Professional Engineer (P.E.) with Bechtel Corporation. Jordan is married to Tara Wilson
and they live in Ellicott City, MD with their two children, and their golden retriever, Jade.