Billy Jordan

Billy works with professionals in the medical and educational fields as they pursue their financial priorities. He uses his prior experience in the accounting industry as well as a desire to be a trusted financial resource to offer specialized financial planning solutions to his clients.

Billy grew up in Macon, Ga. He is a graduate of Tuskegee University in Tuskegee, Ala., where he was a double major in accounting and finance. After completing his education, Billy moved into various accounting roles with Principal and MassMutual, where he gained vital industry experience and knowledge.

In 2024, driven by a desire to move from being reactionary to his clients’ financial situations to actively helping direct them toward their goals, Billy transitioned to a financial advising role with North Star’s Atlanta office. Here, he uses his accounting experience and his holistic planning approach to educate his clients on the financial solutions that suit them best.

Today, Billy is a resident of the Atlanta area. In his free time, he enjoys attending sporting events, participating in events through his church, and coaching Little League baseball. He also remains active with his fraternity and is always actively seeking out ways he can give back to his community.

Services

• Comprehensive fee-based financial planning
• Risk management
• Retirement strategies
• Investments
• Wealth management
• Estate planning