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Jennifer G

Series 66

St. Simons Island, GA

Cambridge Investment Research Advisors

Jennifer Gordon is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cambridge Investment Research Advisors since 2019. Prior to this, she spent seven years at CASTO Southeast Realty Services and has operated a UPS Store franchise since 2008. Gordon serves as a board member of Glynn Visual Arts in St. Simons Island, GA. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Isabella W

Series 66

St. Simons Island, GA

Cambridge Investment Research Advisors

Isabella Williams is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research, Inc. since 2021. Outside of her advisory role, she is involved with Coast Wealth, LLC, an accounting and bookkeeping services firm she owns. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and both proprietary and third-party investment strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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