Jason is a partner on the Global Corporate & Institutional Advisory Services (GCIAS) team at Merrill. With more than 175 financial services professionals, GCIAS is Merrill’s largest wealth management and corporate services team.

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 reasons that many of his clients have chosen to remain with him for more

In addition to leveraging BofA Global Research, Jason drives the analysis of domestic and global markets in order to gain a wide perspective of world events and their implications on financial markets. He seeks to offer consistency and stability as he works with investors through various market cycles and ever-changing environments.

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 on the baseball team, winning two ACC championships. After competing at Georgia Tech, Jason played professional baseball for a few teams before he embarked on his business career. In his free time, Jason enjoys live sporting events and traveling abroad.

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