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Jason is a Wealth Advisor at McGill Advisors. Prior to joining McGill Advisors in Charlotte, he was based in Atlanta, having worked as a Financial Planner with Brightworth since 2015. Jason had launched his career in financial services as a Trust Officer at SunTrust Bank in their multi-generational, high-net-worth group. He received his bachelor’s degree in finance and law from Goizueta Business School of Emory University, then earning his JD from Emory School of Law, where he focused on contract law, wealth transfer, and trusts and tax planning. Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Certified Trust and Financial Advisor certification from the American Bankers Association. He is a member of the Georgia Bar and an active member of the Estate Planning and Probate Section of the Atlanta Bar.

Jason and his wife, Alyssa, have two sons. He enjoys reading, strategic war games, chess, painting, and strength training.

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Coronavirus Resource Center for Dentists and Specialists

Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.

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