Jason Reilly

Jason Reilly, CFA®
Managing Director Senior Wealth Advisor Truist Bank

401 E. Jackson St.

20th Floor,

Tampa, FL 33602

Jason.reilly@truist.com

Phone 813-224-2176

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About me

Background

Jason Reilly is a Managing Director and Senior Wealth Advisor with Truist Wealth and Truist’s ultra-high-net-worth GenSpring segment. Jason’s practice specializes in delivering specialized resources in the areas of investment management, estate and financial planning, business succession planning and multi-generational family governance and education. 

Jason has over 25 years of experience in wealth management. Prior to joining Truist Wealth, Jason spent 17 years at Bank of America Private Bank as a Managing Director, Senior Portfolio Manager, and Market Investment Executive. In this role, Jason managed a team of investment strategists as well as investment portfolios for the Private Bank’s ultra-high-net-worth and family office clients. 

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

Master of Business Administration, MBA
University of Central Florida 1998
Business Administration, BS
University of Central Florida 1995

Personal Interests

Jason has been in the Tampa Bay area since 2008. In his free time he enjoys traveling, golf and community involvement. 

Specialties

  • 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.

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • 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

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

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