financial advisor in Seattle Jason Will
4200 Southwest Edmunds St
Seattle, WA 98116
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It is my pleasure to serve the financial needs of people in the West Seattle area. My experience in the financial industry started in 2013.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I enjoy spending time with friends and family.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office4200 Southwest Edmunds St
Seattle, WA 98116
Secondary office9800 15th Ave Sw
Seattle, WA 98106
Secondary office2910 Rainier Avenue South
Seattle, WA 98144
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.