Jason Stanley is a seasoned financial advisor with over 13 years of experience in the industry. As the Co-founder of Oak Crest Advisors, a leading financial services organization with a national presence, Jason has been instrumental in providing expert guidance and wealth management solutions to individuals and families across the country.
Jason's journey in finance began at Edward Jones, where he honed his skills and expertise for 8 years. Seeking to expand his horizons and provide independent, tailored solutions to his clients, he transitioned to the independent channel with Raymond James. This move allowed Jason to leverage his knowledge and experience to deliver personalized strategies that align with his clients' unique financial goals and aspirations.
With a degree in business finance, Jason possesses a strong foundation in financial principles and strategies. His educational background, combined with his extensive hands-on experience, enables him to navigate the complexities of the ever-changing financial landscape with confidence and precision.
Beyond his professional accomplishments, Jason is a proud father of two boys. When he's not immersed in the world of finance, he indulges in his passions for flying, hiking, skiing, and golfing. These activities not only bring him joy but also serve as valuable opportunities to recharge and gain fresh perspectives, enhancing his ability to guide clients towards long-term financial success.
Above all, Jason's true passion lies in helping families build generational wealth. He understands that financial stability and security are fundamental to creating a lasting legacy. By developing comprehensive financial plans tailored to each client's unique circumstances, Jason empowers individuals and families to make informed decisions, grow their wealth, and achieve their long-term dreams.