Jason Morris

Jason M. Morris
Vice President Wealth Advisor Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

Jason.Morris@Truist.com

Phone 202-835-9375

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About me

Background

Jason Morris is a Wealth Advisor with Truist Bank, with more than 15 years of financial services, retirement planning, and investment management experience. He serves as a relationship manager and advocate for affluent clients and their families, and is supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs.

This dedicated team approach allows him to help create, grow, and preserve the financial wellness of the clients he serves. He believes one of the best ways to help establish economic success and financial security for his clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a road map that increases the likelihood of achieving long-term financial goals.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA
University of Vermont 1998 2002
MBA
The George Washington University 2006 2008

Personal Interests

Jason and his wife, Alexis, live in Washington, D.C., and welcomed their first child in November 2020. In his spare time, he loves to travel—particularly to his birth state of Alaska and the Pacific Northwest.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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