Jason Whitley is a Senior Vice President and Senior Financial Advisor with the TSPN Wealth Management at Merrill. Jason joined the firm in 2019, after having worked in investment management for over 20 years. He focuses on helping corporate executives and business owners preserve and grow their wealth by wielding the extensive resources and personalized strategies of both Merrill Lynch Wealth Management and the banking capabilities of Bank of America.
Jason began his career in investment management in 1995. He served as Executive Vice President of R. Chaney & Co., a Houston based private equity firm focused on emerging and small companies utilizing energy technologies in North America. In 2004 he founded an investment advisory firm which provided portfolio management services to other investment funds as well as its own investment funds and managed accounts. The investment services provided were focused on private and publicly-traded upstream energy companies located in the U.S. and Canada.
Jason earned a Master of Business Administration degree with a concentration in portfolio management from Texas Christian University. He is a member of the Independent Petroleum Association of America, Houston Producers Forum and Rotary International. He formerly served as a Board of Trustee for the Texas Hearing Institute.
[TSPN Wealth Management Group Services](//fa.ml.com/tspn/):
Institutional Investor
• Equity compensation plans
• Retirement plan strategies and construction
• Employee education programs
• SEC reporting
Individual Investors
• Retirement Planning Services
• Stock option exercise
• Portfolio diversification
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.
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.
