Jason Ferreira
Premier Banker
6869 Fairview Rd
Charlotte, NC 28210-3363
About me
Background
Jason Ferreira is a vice president and Premier Banker with 17 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Jason’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to be a financial partner who focuses on what’s most important to his clients and their families, while addressing their expectations, helping to maximize their growth in a comfortable way, reducing their anxiety and uncertainty about the future, and guiding them through their journey with confidence and clarity.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
