Jordan Rae | Director, Financial Planning and Senior Wealth Advisor

Jordan specializes in developing comprehensive financial plans through a detailed and thorough discovery process. Working closely with clients, he focuses on gaining a deep understanding of not only their investments, but their entire financial picture. Jordan works to review and analyze facets of each client’s financial situation including cash flow analysis, retirement objectives, risk management, investment management, liability management, tax and estate planning.

With a strong background and personal experience in athletics, Jordan has a profound understanding of the needs and complex objectives of professional athletes. Through proper education, planning and advisory services, Jordan's mission is to help fellow athletes achieve lifelong financial and personal success.

Prior to joining D3 Wealth Partners, Jordan was a Financial Advisor at UBS Financial Services, where he honed his skills in investment management, risk management and advanced financial planning for high-net-worth families.

He earned his Master of Business Administration degree from the University of Central Florida. While attending UCF, Jordan was a four-year starter and was selected as team captain for their NCAA Division 1 football team. Jordan enjoys golfing, aviation, deep sea fishing and spending time with his wife and son. He remains very active in UCF Letterman's Club and regularly attends professional and collegiate sporting events.