Jordi Tawil

As a licensed Financial Advisor with FINRA Series 6 and 63 certifications, I have a proven track record of acquiring and managing assets for clients. My experience at Equitable has allowed me to build a robust book of business, acquiring over 125 new clients and managing more than $1.8 million in assets within just two years. I am passionate about developing holistic financial strategies that encompass retirement planning, investment management, and risk mitigation tailored to individual client needs.

My strong interpersonal and presentation skills have been instrumental in cultivating client relationships built on trust. I take pride in mentoring new advisors, sharing my knowledge and experience to help them succeed in their careers. I am committed to guiding individuals toward financial security through personalized planning and long-term relationship building, ensuring that their financial goals are met with diligence and care.