Jason turned his love of strategy and competition as a kid into a profession in wealth management that is 25 years and counting. He helps educate and empower female executives, medical specialists and business owners through the financial decisions in life – helping build, maintain and distribute their wealth in an efficient manner. As a Portfolio Management Director he develops strategies striving to grow and preserve the assets under his care during economic expansion, contraction or turmoil. He is a Chartered Retirement Planning Counselor and Financial Advisor who has predominantly served the west coast and south Florida. As an early adopter of work-from-home 8 years ago he has been able to break down those geographical borders and manage through the current pandemic with little disruption.
The views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.
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