Thomas Austell

Jason is a 2001 graduate of North Carolina State University where he majored in Finance and received minors in Accounting and Economics.

He has over 20 years of experience working with clients in both the personal and professional markets; helping clients build, sustain, and transition their assets. He holds the FINRA Series 7, 66, 24 and 53 licenses, as well as state Life/Accident/Health. He is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Advisor for Senior Living (CASL®), Retirement Income Certified Professional (RICP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®). Chartered Special Needs Counselor (ChSNC®), Certified Plan Fiduciary Advisor (CPFA®) and Tax Planning Certified Professional (TPCP®). In 2017, he completed his Master of Science in Financial Services (MSFS) from The American College for Financial Services.