PROFESSIONAL PROFILE
J. Jordan Plaster, CRPC®, CFM
Vice President & Senior Financial Advisor
Jordan is a Vice President & Certified Financial Manager in the Tuscaloosa Merrill Lynch office. As a Senior Financial Advisor, Jordan helps clients to develop strategies to manage their personal and business investments. He also works with his clients on the development and administration of charitable foundations and endowments. A graduate of The University of Alabama, Jordan has worked in the financial services industry for the past twenty-nine years, including the last Fifteen years at Merrill Lynch. He lives in Tuscaloosa with his wife, Jenny, and son Harry, and is active in many civic activities.
Teddy Neilson
Assistant Vice President & Senior Financial Advisor
Teddy has more than 24 years of experience providing financial and wealth management advice and services. A graduate of the University of Alabama, Teddy joined Merrill Lynch in 1984, coming from private business. He leads the group in fixed income investing. Teddy and his wife Ruthann are long time residents of Tuscaloosa, and are active supporters of several local charitable and non-profit organizations.
S. Clark Scarvey, Jr.
Financial Advisor
Prior to joining Merrill Lynch, Clark served as an Assistant Vice President and Trust Officer with Regions Morgan Keegan Trust Company. With Regions, he specialized in Trust and Estate administration.
Clark earned his Bachelors degree from The Florida State University, a Doctorate of Jurisprudence from The Birmingham School of Law, and is a Southern Trust School graduate of Springhill College. Clark is also a Certified Special Needs Advisor (CSNA). This designation allows Clark to advise the families of disabled children with the best strategies and techniques to help preserve the quality of life and financial security for the disabled child.
As a financial advisor, Clark focuses on asset protection and income production for retirees. He works closely with his client’s attorneys and accountants on estate and financial planning issues. Clark also advises companies on the establishment and administration of retirement plans.
Clark is a member of the Tuscaloosa Exchange Club, and the Tuscaloosa Estate Planning Council. Clark, his wife Rachel and daughter Gabrielle live in Northport, Alabama.
Cathy Walker
Client Associate