Background
Jason Morris is a Wealth Advisor with Truist Bank, with more than 15 years of financial services, retirement planning, and investment management experience. He serves as a relationship manager and advocate for affluent clients and their families, and is supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs.
This dedicated team approach allows him to help create, grow, and preserve the financial wellness of the clients he serves. He believes one of the best ways to help establish economic success and financial security for his clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a road map that increases the likelihood of achieving long-term financial goals.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Jason and his wife, Alexis, live in Washington, D.C., and welcomed their first child in November 2020. In his spare time, he loves to travel—particularly to his birth state of Alaska and the Pacific Northwest.