Qualifications
Jason joined RBC Wealth Management in 2013 as an Associate Vice President - Financial Advisor. He has over 17 years experience in the financial services industry with a focus on retirement planning. He graduated from Bentley University in 1994 with a Bachelor of Science degree. Jason has served in various professional roles in financial services with MFS Investment Management, Van Kampen Investments and most recently as Southeast Retirement Sales Director at Lord Abbett & Co LLC. Jason has passed his Series 7 and 65 exams.
Personal
Jason lives in Glastonbury, and has two sons. He believes in giving back to his community and volunteers for Shriner's Children Hospital, Camp Courant, and SEPTA. In his spare time, Jason enjoys spending time with his family and cooking, gardening, traveling and attending car shows.
