Jason is an experienced financial services professional who helps financial institutions and advisors strengthen their client relationships with on-site, full-service wealth management support from Raymond James.
In his career, Jason has worked closely with advisors to help them find the right balance of services and support to fit their business models and personal, professional goals as a member of the AdvisorChoice® recruiting team. He has also supported trust consultants as they collaborated with advisors and their clients in identifying and executing the trust products best suited to pursue their individual goals with Raymond James Trust. And as part of that work, Jason restructured administration support processes and revamped the Raymond James Trust Sales Desk.
Jason is a graduate of the Warrington College at the University of Florida where he earned a bachelor’s degree in business.
He lives in Clearwater, Florida, with his wife, Rachel, and their four children.