Jordyn Rosier

Jordyn plays an integral role in ensuring efficiency within the AEB Wealth Management team while striving to exceed expectations for service, responsiveness, and attention to detail. She believes in always putting clients first and has an ongoing priority to build strong and trusting relationships with clients, to ensure they enjoy a dedicated and focused client experience, and to help achieve their goals through careful financial planning and investment management. Before joining the AEB Wealth Management team in October 2023, Jordyn was a wealth management associate in the Raymond James Advisory Mastery Program, shadowing and assisting prestigious advisors. Jordyn specializes in comprehensive financial planning with an emphasis on retirement planning. In light of her expertise, she was appointed as a financial planning resource for advisors within the Birmingham branch of Raymond James. Jordyn earned a bachelor's degree in finance from The Collat School of Business at the University of Alabama at Birmingham. She holds Series 7 and 66 securities licenses. While away from the office, Jordyn is an active member of the Church of the Highlands. She enjoys spending time with loved ones, traveling, and going on adventures with her fiancé, Hunter, and their dog, Muffin.