Jason joined Fountainhead Advisors in 2023 as a Senior Financial Strategist. He has worked in the financial services industry since 2007. He started in the banking industry before pursuing a career in Wealth Management where he spent 12 years between Merrill Lynch and Morgan Stanley. The preservation of client’s assets is paramount to him while navigating through changes in their lives. His focus is on developing strategies for corporate executives, high-net-worth individuals/families, and business owners. Areas of Focus: Jason works with corporate executives on Concentrated Equity positions, Restricted Stock Units and Stock Options, and 10b5-1 plans. He helps establish compliant and strategic trading plans while hedging risk through diversification. He helps business owners with tax mitigation and strategic exit planning. He offers guidance through investment strategies designed to support each client’s income and wealth accumulation goals while focusing on Trust and Estate Planning adaptable to evolving situations.