JB
Jordan Bilodeau
Director Of Planning & Strategy / Financial Planner at Spaugh Dameron Tenny
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Work Experience
Jul 2017 - Present · 7 years and 5 months
Director Of Planning & Strategy / Financial Planner
Oct 2024 - Present · 2 months
Director Of Financial Planning & Financial Planner
Apr 2020 - Oct 2024 · 4 years and 6 months
Research And Planning Analyst
Jul 2017 - Apr 2020 · 2 years and 9 months
Company Details
11-50 Employees
For over 65 years, Spaugh Dameron Tenny has provided comprehensive financial planning for doctors and dentists across the U.S. Besides providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security. Listen to our podcast - The Prosperous Doc®: www.sdtplanning.com/podcasts Mission: Through personal financial planning, we equip clients to make decisions, so they feel secure, free, and successful and we inspire them to a legacy of generosity and stewardship. The Prosperous Doc® Pledge At Spaugh Dameron Tenny, we diligently try to make the process of hiring a financial planner safe, fun, and approachable. Although we can't see every twist and turn, we work hard toward this Pledge. We empower you → You will feel in control of your money, instead of your money controlling you. We give you Guilt-Free Spending™ → You will be able to spend money knowing you have a realistic plan in place for your long-range goals. We want you to feel like our only client → You will never be put on hold or speak with someone who doesn't know your name. We educate with plain language → You will understand your financial plan, including the strategy and why it makes sense just for you. We are accessible → You will be able to get in touch with us every time. Your team is available and ready whenever you need us. Disclosures: https://www.sdtplanning.com/license
Year Founded
1957
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
4350 Congress Street Suite 300 Charlotte, NC 28209, US
Keywords
Financial AdvisingFinancial PlanningInsurance PlanningEstate PlanningInvestingRetirement PlanningPrivate Wealth ServicesStudent Loan ConsultingCertified professionalsFree consultations
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