Jason Haddaway

Jason R. Haddaway
Vice President Wealth Advisor Truist Bank

5 Church Cir

2nd Floor,

Annapolis, MD 21401-1926

About me

Background

Jason Haddaway is a Wealth Advisor with Truist Bank, offering clients more than 20 years of financial services, retirement planning, and investment management experience. 

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

Frostburg State University 1998

Personal Interests

Jason lives in Annapolis, Maryland, with his three daughters. They enjoy spending time outdoors and boating on the Chesapeake Bay. 

Specialties

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

  • 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

  • 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.

To
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