Jason C. Haswell

Managing Director - Wheeling Branch

Phone: (304) 905-0641
Fax: (304) 905-0729
E-mail:

Jason Haswell joined The Monteverde Group as a Senior Wealth Advisor and the Managing Director of the Wheeling, West Virginia office.  Jason is a Magna Cum Laude graduate of Bethany College with a degree in History, where he won The Chapman Prize for the highest GPA within the major and was named the Senior Fellow.

 

Jason has 14 years experience in the investment and financial planning industry.  Specifically, he has extensive experience in investment management, estate planning, and retirement planning.  Jason works closely with estate tax planning attorneys and CPA’s to develop strategies for the preservation and transfer of wealth for high net worth individuals.  He also has extensive experience in business succession and legacy planning.

Jason sits on the Board of Directors for Make-A-Wish for Northern West Virginia and the United Way of the Upper Ohio Valley.  He has served as chairman for the Scramble for Scouting golf event, which benefits the Boy Scouts.

 

Jason holds FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Advisor Law Exam) licenses and is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.