Jean Riordan

VP of TEG Retirement & Advisory Services, TEG Federal Credit Union
Jean Riordan

Jean Riordan is the Vice President of Retirement & Advisory Services at TEG Federal Credit Union, headquartered in Poughkeepsie, NY. Jean is a registered representative of LPL Financial, and has offered advisory services through LEXCO Wealth Management, Inc, working under the guidance of Christopher Jordan since April of 2007.

Jean is a Certified Financial Planner TM and has over two decades of experience providing financial advisement and wealth management services to a wide variety of clients. Jean specializes in assisting people during times of change. From growing and protecting assets to managing investments and ensuring adequate insurance protection, Jean can be counted on to provide objective planning and resources to help meet individual future financial goals.

She holds a B.S. in Finance from the State University of New York at Albany and an M.B.A. in Business Administration from Iona College. Jean also completed a series of courses in financial planning at the City University of New York at Baruch. She holds FINRA Series 7 and 24 and NYS Life, Health, Variable Annuity, Property & Casualty insurance licenses. She is also a Certified Long Term Care Consultant (CLTC) and NY Partnership licensed.

The above information was provided by the speaker.

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