Jason Steele
President @Weston Banks Wealth Partners
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WORK HISTORY
President @Weston Banks Wealth Partners
Raleigh-Durham, NC, US
CEO and Founder of Weston Banks Wealth Partners (WBWP)I am a financial advisor who helps companies and individuals exceed their financial goals and make inter-generational impacts by providing guidance that aligns with their values. I am the chief strategist and innovator at WBWP, and created Weston Banks\' Focus Directive Portfolios- including the acclaimed IRA Enhancer UMA model. Weston Banks Wealth Partners was formed to create significance and accountability in financial planning. Our firm is proud to offer a creative, forward-thinking approach to wealth is an independent firm of Prospera Financial Services, Inc, member FINRA/SIPCSecurities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personally identifiable information or investment profile/account information through this site. All investment profile/account updates shall be made in person or over the phone. I will not accept trading instructions through this site. Any requests through this site shall be ignored and deleted by both parties. Please check your security features on your site to protect your privacy. For more information, please read Prospera\'s Disclosures and Privacy Policy.
EDUCATION
North Carolina State University
Business Management
ABOUT JASON STEELE
I am a financial advisor, primarily for a select group of successful business owners, athletes and professionals who, among other things, aspire to a work-optional lifestyle. My team at Weston Banks Wealth Partners provides clients with sound investment strategies that are designed to build and preserve wealth through comprehensive financial planning. My team and I aim to embrace your definition of success as our guiding principle in managing your investments. That\'s the reason why the tagline and heartbeat behind our firm is \"Together for Significance\". We will work with you based on your unique goals, plans, and needs – you set the benchmarks – and together we can create the plan you need for the life you want.Outside of work life: I am a father of three boys, recreational tennis player, and loyal NCSU fan. Professional credentials include: Series 7, 63, 65, Certified College Planning Specialist (CCPS), and life and accident & health insurance.Specialties: holistic financial planning, cash flow and income planning, corporate cash management Insurance planning, risk management, 1031 Exchanges and Opportunity Zones, NIL mentoring and cash management
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