Jason Conner

Jason Conner
Senior Premier Advisor

1525 Rickenbacker Drive

Sun City Center,, FL 33573-5360

Charles.J.Conner@truist.com

Phone (813) 922-7049

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About me

Background

I am a Senior Premier Advisor with experience in financial services since 1999.  I help clients take a comprehensive, holistic, and strategic approach to financial planning across banking, risk management, retirement, education and estate planning.

My work centers on helping to deliver customized solutions, thoughtful risk management, and active relationship oversight—all grounded in a deep understanding of each client’s short  and long term goals. I believe trust is earned through high touch service, meaningful conversations, and the smart use of technology.

My goal is to help guide clients confidently through every stage of their financial journey, helping them make informed decisions that align with what matters most to them—today and for the future.  


Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.


Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Finance
Southern Illinois University
Bachelor's in Management
Southern Illinois University

Personal interests

Outside of work, my family and I live in Lithia, Florida, and enjoy spending our free time involved in youth sports, which reinforces the importance of teamwork, discipline, and long term planning—values I bring into my work with clients.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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