在188金宝搏beat体育官网金融顾问公司, we have reinvented the concept of financial advice to help take you and your future to a whole new level...在一起.
在188金宝搏beat体育官网金融顾问公司 we have customized our services to specifically fit the financial needs of Florida residents. We are a full-service comprehensive financial and 财富管理 firm with a keen focus on helping our clients realize their dreams. We understand how intimidating it can be to work with a large financial group, so we take a personalized approach and work 在一起 with you to navigate your financial strategy.
对我们来说, it is vital that we work with you to not only identify your current financial situation, but anticipate what the future may bring: private school, 一艘船, 一个海滨别墅. We have a fundamental understanding that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future.
We are committed to providing you with the very best in financial planning and exemplary customer service.
- We will provide to you our honest, professional advice
- We will always be available to discuss any concerns or questions
- We will regularly monitor and access your accounts to ensure optimization
We promise to provide you with the very best in financial planning and exemplary customer service.
We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. 我们期待着真正的了解你, so we can work 在一起 with you to develop a financial plan that fits with your path in life.
President of 188金宝搏beat体育官网, Jason is an industry expert with 25 years' experience. Jason brings experience and knowledge to many aspects of financial planning, most notably high net worth individuals and business owners.
Jason started his career at American Express Financial Advisors (now Ameriprise) where he was able to demonstrate his integrity and servitude to grow to a Field Vice President. 作为美国运通的高管, he received several awards for being a consistent top performer. Although enjoying his career as an executive, Jason always had a passion for helping clients. After leaving Amex, he continued his starred career as a Managing Partner for New England Financial. There he led the country in growth while at the same time was able to get back to his real passion: serving his clients through financial planning. From there Jason joined McAdam as part of the Executive Team where he was able to continue to serve his clients while at the same time provide strategic direction to one of the fastest-growing financial firms in the country.
While still having a great relationship with McAdam, 杰森在坦帕开办了麦克亚当法坦帕, 188金宝搏beat体育官网——他目前居住的地方. 在188金宝搏beat体育官网生活过之后, he quickly realized that “Floridians” have needs that only “Floridians” understand, and soon realized the lack of financial planning firms committed to these needs. This led him to the establishment of 188金宝搏beat体育官网, FFA. 一个最佳, 独立的, ”, comprehensive financial planning firm serving the specific needs of Floridians.
在他的空闲时间，杰森喜欢旅游, 帆板运动, 弹吉他, and spending time with his fiancé Allyson and English bulldog, 贝利.