Jason Goldy

Jason Goldy

Vice President of Sales Development and Head of Financial Planning

Domicile State: NC
Phone: 704-557-9693
E-mail:
 

Jason Goldy specializes in helping families develop an integrated financial plan. He received his bachelor’s degree in Finance and Business Administration from Appalachian State University. Jason began his career in finance as an equity and options trader. His desire to provide the most effective service to clients led him to become a financial planner. His goal is to work with each family to find the financial solutions that will benefit their lives.

Jason lives in Lake Wylie, NC with family. He is a board member for the Hands N Feet Foundation, an organization that distributes gloves and socks to those in need during the winter months. In his free time, Jason enjoys mountain biking and playing golf.