Jason Garey

Private Wealth Advisor @Meridian Financial

Raleigh, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2015 — Present

Private Wealth Advisor @Meridian Financial

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Meridian Financial, in partnership with Northwestern Mutual\'s Private Client Group, offers high-quality investment and wealth management programs and services for high-net-worth clients. Our team helps our clients plan for retirement with a diversified portfolio. We focus on managing current financial success while protecting and preserving assets over the long term. I enjoy working with small business owners, professional athletes, and dual-income professional families. To chat more about a financial plan, call me at (91••••••01, email me at j••••••••@nm.com, or visit our website meridianfinancial.nm.com

SKILLS

SalesSportsSecuritiesMarketingManagementInvestmentsSports ManagementPublic SpeakingWealth ManagementFinanceSports MarketingLeadershipFinancial PlanningStrategic PlanningSoccerSocial MediaFinancial Analysis

ABOUT JASON GAREY

At Meridian Financial, we offer comprehensive financial planning, insurance, and…

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Jason Garey — Private Wealth Advisor at Meridian Financial in Raleigh, NC, US | Unifers