Amy D. Jordan, CTFA™, AWMA®

Amy D. Jordan, CTFA™, AWMA®

Client Service Specialist, Wealth Advisor


Amy Jordan joined Indiana Trust Wealth Management in 2006, with more than 18 years’ experience in banking, trust, and wealth management services.

In her role as a Client Service Specialist and Wealth Advisor, Amy assists colleagues and clients in the implementation and maintenance of wealth management strategies and advisory solutions, including the administration of Irrevocable Life Insurance Trusts.  She is also a member of the Indiana Trust Women's Advisory Group, which focuses on wealth management issues unique to women in the present, ever-changing financial environment – including the rise of women in philanthropy.

Prior to joining Indiana Trust, Amy was employed by a regional bank, where she worked with clients in the investment and wealth management fields.

After earning a Bachelor of Science degree from Auburn University, Amy went on to obtain the Certified Trust and Fiduciary Advisor™ (CTFA™) designation from the Institute of Certified Bankers, as well as the Accredited Wealth Management Advisor (AWMA®) designation from the College of Financial Planning.

In her community, Amy is a member of the Michiana Estate Planning Council as well as a graduate of Leadership South Bend/Mishawaka (a program sponsored by the Chamber of Commerce of St. Joseph County).  She also volunteers with Habitat for Humanity of St. Joseph County, Cultivate Food Rescue, and South Bend Sod Busters.