Jason Duley
Senior Vice President
Legal Wealth Advisor
Truist Bank
333 S. Garland Ave
17th Floor,
Orlando, FL 32801
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.Education
Personal Interests
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
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