Jason is a Senior Vice President and Senior Financial Advisor for Merrill Lynch Wealth Management. He joined Merrill in 2004, working to coordinate the financial affairs of a select group of high-net-worth families, corporate executives, entrepreneurs, and sports & entertainment industry professionals. He has extensive experience advising private clients, creating customized strategies designed to responsibly grow and preserve their wealth, helping them reach their goals and objectives. He received his Bachelor's Degree in Business Administration from Florida State University, and his Master's Degree in Sports Business Administration from the University of Florida. Jason is an avid golfer, surfer, and fisherman. He lives in Atlantic Beach, Florida with his wife Leslie, daughter McKenna, and son Cameron.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
