Background
Jason is a Wealth Strategist with Truist Wealth. He offers clients more than 20 years of legal experience and wealth management experience. He specializes in providing comprehensive financial planning services (retirement, cash flow, tax planning, risk management, investments, and
estate planning) to affluent individuals.
Jason holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. Jason takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.