Jason Murray is a seasoned Financial Advisor with over 20 years of experience in the financial services industry. He specializes in providing comprehensive wealth management solutions to high-net-worth individuals and families, with a focus on investment planning, retirement strategies, and risk management.
Experience Summary
Current Role
Jason currently serves as a Financial Advisor at Wright Time Financial, where he is responsible for developing and implementing tailored financial plans for his clients. He leverages his deep industry knowledge and analytical skills to help clients achieve their long-term financial goals, while ensuring their portfolios are aligned with their risk tolerance and investment objectives.
Career Progression
Prior to joining Wright Time Financial, Jason held various roles within the financial services industry, including Investment Advisor Representative at Transamerica Financial Advisors, Inc., Business Sales Account Executive/Finance & Insurance at Verizon Wireless, Financial Advisor at Merrill Lynch, and AVP, Financial Specialist at Citibank. Throughout his career, Jason has demonstrated a proven track record of delivering exceptional client service and achieving strong investment performance.
Academic Background
Jason holds a Bachelor of Science degree in Finance from the University of Pennsylvania, where he graduated with honors. He is also a Certified Financial Planner (CFP®) and maintains a Series 7 and Series 63 securities licenses.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Investment portfolio design and management
- Retirement planning and income strategies
- Risk management and insurance solutions
- Analytical and problem-solving skills
- Exceptional client relationship management
Professional Impact
During his tenure at Transamerica Financial Advisors, Inc., Jason was recognized as a top-performing Investment Advisor Representative, consistently exceeding annual sales and asset growth targets. He has also been actively involved in industry associations, contributing to thought leadership initiatives and participating in various educational events.
Conclusion
With his extensive experience, strong technical expertise, and unwavering commitment to client success, Jason Murray is well-positioned to continue delivering exceptional financial advisory services and driving positive outcomes for his clients at Wright Time Financial.
