Plan Wisely, Four Steps to Tax-Efficient Investing

A headshot of associate Ellen Jordan. She has long, blonde hair, and is wearing a black suit.
Ellen Jordan, CFP®
  • Bryn Mawr Trust
3 min read
February 21, 2024
A man, with gray hair, wearing an orange sweater smiles and laughs. Beside him, a woman with shoulder-length dark hair and a silk blouse smiles as well.
A headshot of associate Ellen Jordan. She has long, blonde hair, and is wearing a black suit.
Ellen Jordan, CFP®
  • Bryn Mawr Trust

Ellen Jordan collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. She joined the company in 2007.

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