Meet Jordan Dean
As a Wealth Advisor, Jordan is motivated by helping solve problems for people, giving them peace of mind and comfort. She joined Mercer Advisors in 2025 from the acquisition of Full Sail Capital where she served for two years. Prior, she was an Assistant Vice President at Heritage Trust Company. She has been in the financial services industry since 2017. Her mother was a banker in Oklahoma City for more than 40 years. As a little girl, Jordan watched her serve her customers and her community with integrity and respect, and she knew she wanted to work in a field where people trusted her and knew she had their best interest at heart. Jordan earned a B.S. in Business Administration at Oklahoma State University. She is also a certified trust and financial advisor (CTFA®).
Jordan Dean’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jordan Dean has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
Her working style
One of Jordan’s greatest joys is delivering the unexpected: A thoughtful check-in, surprising a client with their favorite chocolate dessert on their birthday or simply remembering their love for gardening. She views being an Advisor as a safe space where clients feel heard — not just in their financial goals but in their fears, doubts, and hopes.
Jordan Dean in real life
What keeps you busy outside of work?
My husband, Justin, and I enjoy time outdoors and getting in a good workout and spoiling our rescue dog, Blanche.
Favorite thing about where you live?
My favorite thing about Oklahoma City is how fast we’re growing and all the new things there are to do, especially anything to do with the Oklahoma City Thunder.
How do you give back?
I volunteer and stay connected to organizations that support the arts in Oklahoma City and our furry four-legged friends.
Meet Jordan Dean’s Teammates
David Stanley
Sr. Wealth Advisor
What Jordan Dean Says
David is a constant source of encouragement for everyone. His optimism and guidance are incredibly valuable to our team. He consistently inspires me to think creatively and explore new ideas to serve clients and their specific needs.
Kate Davidson
Sr. Client Service Specialist
What Jordan Dean Says
Kate is an indispensable part of our team. She approaches every challenge with determination and a strong work ethic, never hesitating to dive in and get things done. Her client-first mindset, attention to detail, and commitment to excellence consistently elevate the client experience.
Scott Cravens
Sr. Wealth Advisor, Director
What Jordan Dean Says
Scott demonstrates a strong commitment to doing what’s right, consistently taking initiative and showing exceptional dedication. His proactive approach and determination make him a driving force in achieving meaningful results for our clients.
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