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Gina B. Jordan




Gina B. Jordan, CFP®, CTFA

Senior Vice President & Trust Officer

Gina brings extensive experience in trust and estate administration acquired over 30 years in the industry. She joined Caldwell in part because she was seeking a well-run and locally based firm, and she decided that Caldwell meets those requirements. She comes here after 25 years with Northern Trust, most recently as a senior vice president and team leader of Northern’s personal client services group in Sarasota. Before that she was a trust officer with Southeast Bank/First Union Bank. 

Gina was born in Orlando and grew up in Washington, Pa. She graduated magna cum laude from Wheeling Jesuit College with a B. S. in business administration in 1981 and returned to this area in 1982.  She has continued to broaden her education over the years, graduating in 1991 from the National Graduate Trust School with the designation of Certified Trust and Financial Adviser. In 2007 she earned the designation of Certified Financial Planner. 

Besides her commitment to the needs of clients, Gina is an active community volunteer. She and her husband Bill—a real estate appraiser with Chapman and Associates—are passionate proponents of therapy dogs. They have become certified handlers through their training with Southeastern Guide Dogs, and with their Rottweiler Rocky the Jordans are members of the Alliance of Therapy Dogs. They  bring Rocky to programs at Ringling College, USF, and such special activities as helping autistic children meet Santa. In addition, Gina has been a past board member for Children First and Children’s Haven and has also volunteered her services to Rotary, Tidewell Hospice, and Women's Leadership Initiative. 

Gina and Bill are the parents of three grown daughters, two of them twins. The couple recently relocated from Lakewood Ranch to downtown Sarasota.

"Our Clients are the Center of Everything We Do."