Jason is a Senior Financial Advisor in Merrill’s Global Corporate & Institutional Advisory Services (GCIAS). GCIAS is Merrill’s largest wealth management and corporate services team. We are trusted to oversee assets and liabilities of a multitude of public companies (including some of the world’s most recognizable names) and their executives, directors, employees, and retirees. Jason focuses on developing tailored strategies to help a select group of high-net-worth families pursue their financial & wealth management goals.

Jason has built his wealth management career with the goal of providing individuals, including corporate executives and business owners, with the same high-quality service he would expect as a client. He believes that this commitment to a collaborative approach, coupled with integrity, are among the many reasons that his clients have chosen to remain with him for more than a decade. Today, a number of those relationships span multiple generations.

Jason is a graduate of The Scheller College of Business of The Georgia Institute of Technology (Georgia Tech) where he was also a scholarship athlete winning multiple ACC championships. After competing at Georgia Tech, Jason was drafted to play professional baseball for the Arizona Diamondbacks. In his free time, Jason enjoys live sporting events and traveling.