Thursday, May 17, 2012
ABOUT US Speakers

Robert M. Jordan, CPA, PFS
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314.290.3221
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Bob Jordan is a Partner in RubinBrown’s Tax Consulting, Wealth Management, and Media and Entertainment Services Groups. He provides financial and investment management consulting services to clients of the firm. He is the former Partner-in-Charge of the personal financial planning practice of the St. Louis office of a Big Four firm. His experience includes more than 30 years of working closely with high net worth individuals, closely held businesses and owners, and company executives.


Education

  • Personal Financial Specialist License
  • B.S.B.A., - Accounting, University of Missouri - Columbia

Professional Organizations

  • Member, American Institute of Certified Public Accountants
  • Member, Missouri Society of Certified Public Accountants
  • Member, Estate Planning Council of St. Louis

Community Involvement

  • Treasurer, SSM St. Mary’s Health Center Foundation
  • Board Member, SSM St. Mary’s Health Center Foundation
  • Past Board Member, St. Louis Alzheimer’s Association
  • Planned giving committee member of other charitable organizations
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