Jordan Holland

CFP®
Regional Vice President

The greatest investments give profits to others.

Meet Jordan

Jordan is a Regional Vice President based in the Sugar Land, Texas office. In his role, he meets with individuals and families who are exploring a partnership with Mercer Advisors. He takes the time to understand their unique circumstances, preferences, and goals. When there’s a good fit, he helps match them with the right wealth advisor and guides them through the onboarding process. Jordan is passionate about helping people feel confident about their financial futures by turning complex strategies into clear, actionable plans. Jordan is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in economics from the University of Texas at Arlington.

His working style

Jordan’s working approach is rooted in clarity, strategy, and long-term partnerships. Through clear communication, proactive oversight, and steady guidance, Jordan helps clients make confident decisions at every stage of their financial lives.

Jordan in real life

What keeps you busy outside of work?

Having two young boys it is never a dull moment in our house! My wife and I are always trying to keep up with their energy and activities!

How do you give back?

Our youngest son is adopted so we support various adoption organizations which are very near to our hearts. One interesting note, I travel regularly to Ethiopia, East Africia, advancing faith-centered outreach and leadership development.

Favorite thing about where you live?

I enjoy living in Houston due to its exquisite and diverse restaurant variety. Additionally, with a major international airport nearby, my family and I can go anywhere conveniently!

Meet Jordan’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Jordan counts on — and how they work together to support you.
Maureen Enem

Maureen Enem

Client Development Associate

What Jordan Says

Maureen never lets me lose sight of the big picture.

Casey Shagena

Casey Shagena

Client Development Associate

What Jordan Says

Casey makes sure nothing ever falls between the cracks for our clients.

David Ricci

David Ricci

Regional Vice President

What Jordan Says

David is a great friend and mentor. When needing advice on handling a client issue, he is always available to assist.

Ready to learn more?