Something no one knows about you
Was in the chess club in high school
“My passion is helping others every day. What’s most important to me is the client experience. I like knowing that when a client walks out of Lexington Wealth Management, they feel comfortable with our collective financial decisions and confident we are watching over his or her family’s goals.”
As a Senior Wealth Advisor at Lexington Wealth Management, Jason brings his passion, integrity, and knowledge to every client engagement. Having 10 years of experience, Jason takes pride in understanding his clients’ goals and what makes them truly happy.
Jason worked at State Street Bank for three years prior to joining Lexington Wealth Management in 2010. He is a graduate of the University of Massachusetts at Dartmouth, where he received a Bachelor of Science degree in Finance. Jason also completed his Certification of Financial Planning at Boston University in 2017 and holds his Series 65 license.
When not working, Jason enjoys spending time with family and friends, fishing, golf, football, and exercising. He resides in Reading.