Jason Weese

Jason Weese is a distinguished Private Wealth Advisor and Managing Director at Merrill Private Wealth Management, where he serves as a co-founder of the Weese Harris Group. With over three decades of experience in the financial services industry, Jason has established himself as a trusted expert in navigating the complex wealth issues faced by high-net-worth individuals and businesses. His extensive knowledge encompasses a wide range of areas, including high net worth portfolio management, estate planning strategies, and wealth transfer solutions, making him a vital resource for clients seeking to optimize their financial legacies.

At Merrill, Jason plays a pivotal role in the Pacific Northwest office of the Private Wealth Management Group, where he collaborates with a diverse clientele to tailor investment strategies that align with their unique financial goals. His approach is characterized by a deep understanding of the intricate dynamics of family wealth management, ensuring that each client receives personalized guidance that reflects their individual circumstances and aspirations. Jason is particularly adept at integrating estate planning with investment management, helping clients navigate the complexities of wealth transfer while minimizing tax implications.

In addition to his advisory role, Jason is committed to fostering financial literacy and empowerment among his clients. He actively engages in educational initiatives, sharing insights on market trends, investment strategies, and the importance of comprehensive financial planning. As a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA®), Jason combines his technical expertise with a client-centric approach, making him a sought-after partner for those looking to secure and grow their wealth for future generations. His dedication to excellence and his proactive stance in addressing the evolving needs of high-net-worth clients position him as a leader in the field of private wealth management.