Jason Mertz

Jason A. Mertz
Financial Advisor Private Client Group Truist Investment Services, Inc.
The BDM Group of Truist Investment Services, Inc.

214 N Tryon St

32nd Floor,

Charlotte, NC 28202-0026

About me

Background

As a Financial Advisor and Managing Director, I work directly with corporate executives, business owners, and high-net-worth clientele, offering a unique blend of tailored investment and wealth management solutions to investors who value a superior level of service from a financial advisor with over 20 years of experience. My team’s process for navigating the oscillations of the markets is unique and effective, honed over multiple market corrections providing a proactive approach to risk management.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s degree in Economics and Finance
University of California at Santa Cruz 1993 1997

Personal Interests

I enjoy spending time with my wife of over 25 years and two daughters Ella and Meila. Together we enjoy travelling, hiking, wake surfing, playing chess and discussing the many philosophical questions of life. We are passionate Carolina Panther fans and very excited for the arrival of the Charlotte Football Club.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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