Professional Summary
Professional Overview
Jason Rolling is a seasoned Financial Advisor at Mommaerts Mahaney Financial Services, where he leverages his extensive expertise in the financial services industry to provide comprehensive wealth management solutions to his clients. With a strong background in banking, client services, and military leadership, Jason brings a unique blend of financial acumen and strategic thinking to his role.
Experience Summary
Current Role
As a Financial Advisor, Jason is responsible for developing personalized financial plans, managing investment portfolios, and guiding clients toward their long-term financial goals. He collaborates closely with clients to understand their specific needs, risk tolerance, and investment objectives, and then crafts customized strategies to help them achieve their financial aspirations.
Career Progression
Prior to his current role, Jason held various positions within the banking and financial services industry, including Relationship Manager at Mommaerts Mahaney Financial Services, Senior Vice President of Premier Client Services at mBank, and Vice President of Premier Client Services at mBank. Additionally, he gained valuable leadership experience during his service in the U.S. Army, where he held roles such as Battalion Executive Officer, Task Force OIC, and Force Protection OIC.
Academic Background
Jason holds a Bachelor's degree from a prestigious institution, where he specialized in Finance and Economics. His academic achievements, combined with his extensive professional experience, have positioned him as a trusted advisor in the financial services industry.
Areas of Expertise
- Comprehensive wealth management solutions
- Investment portfolio management
- Retirement planning and estate planning
- Client relationship management
- Strategic planning and decision-making
- Leadership and team management
Professional Impact
Throughout his career, Jason has demonstrated a track record of driving positive outcomes for his clients and contributing to the success of the organizations he has been a part of. His ability to provide tailored financial strategies, coupled with his strong communication and problem-solving skills, have earned him a reputation as a highly effective and trusted advisor.
Conclusion
With his extensive experience, strong financial acumen, and unwavering commitment to client service, Jason Rolling is well-positioned to continue making a significant impact as a Financial Advisor at Mommaerts Mahaney Financial Services. His diverse background and strategic mindset allow him to deliver comprehensive and innovative solutions that help his clients achieve their financial goals and secure their long-term financial well-being.
