Broker Check

Our History

J. Wilbert "Doc" Jordan, LLB, CLU founded the practice that has evolved into Passmore Planning Professionals. While attending law school at the University of Alabama, Doc often sold life insurance policies to his fellow classmates as a way to support himself. After graduating from law school, Doc served his country as an officer in the U.S. Army during World War II. At the war's conclusion, Doc moved to Mobile and founded a successful financial services practice. He was one of Mobile area's first CLU certificants; he was also one of the original founders of the Estate Planning Council of Mobile. Doc was active in Million Dollar Round Table (MDRT), Civitan Club and St. Francis Street United Methodist Church outside of serving his clientelle.

In 1974, Doc's son-in-law, W. Scott Passmore, joined the practice in order to better serve Doc's clientelle for years to come. The practice continued to grow under their combined efforts. After Doc's passing in 1986, Scott has continued to serve the financial needs of area residents and the practice has continued to flourish. Scott has attained both the CLU certificate and the ChFC certificate. Scott continued Mr. Jordan's legacy in MDRT and the Estate Planning Council.

Scott's son, Andrew S. Passmore, joined the family practice in 2008 after working for several years for a financial planning firm based in Birmingham, Alabama. Prior to joining the practice, Andrew earned a Masters of Science degree in Human Environmental Sciences with a Concentration in Family Financial Planning and the Certified Financial PlanningTM designation. Through Scott and Andrew's combined efforts, the practice is strongly positioned to assist the accomplishment of a new generation's goals and objectives.