Jason Duley

Jason Duley
Senior Vice President Legal Wealth Advisor Truist Bank

333 S. Garland Ave

17th Floor,

Orlando, FL 32801

Jason.Duley@Truist.com

Phone 407-237-6810

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About me

Background

Jason Duley is a Senior Legal Wealth Advisor in the Legal Specialty Group at Truist Bank offering clients more than 14 years of comprehensive wealth management experience. Since 2015, Jason’s practice has been dedicated specifically to serving the needs of law firms and attorneys. As a part of the Legal Specialty Group, he works with a team of experienced specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful attorneys and law firms. The team includes specialists in investments, financial planning, credit, insurance and estate strategies. Together, they help develop a holistic financial plan that addresses their clients’ short and long-term goals.

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

BS Finance
DePaul University 2010

Personal Interests

Jason resides in Windermere with his spouse Megan and two cats, Nala and Flynn. Jason enjoys playing golf in his spare time.

Specialties

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

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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Locations

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