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Jason Trochessett

First Vice President
 
Merrill Lynch

34103, United States

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About Jason Trochessett

 

Jason Trochessett - Professional Summary:

 

As a First Vice President at Merrill Lynch, Florida resident Jason Trochessett brings more than 20 years of relevant experience to his work, along with an impeccable history as a wealth manager and financial advisor. An integral member of the executive team at Merrill Lynch since 1998, Mr. Trochessett performs as a Personal Investment Advisor, in which capacity he executes discretionary portfolio management responsibilities for clients of high net worth. To this end, Jason Trochessett advises on or manages assets of $250 million, leveraging his considerable expertise in the areas of risk management, alternative investments, fixed income, and equities.

Always eager to augment his skills with further training, Mr. Trochessett became a Certified Investment Management Analyst through the Wharton School of the University of Pennsylvania, earned his Certified Financial manager designation, and holds numerous federal and state licenses. An active philanthropist as well, Jason Trochessett frequently volunteers his time, energy, and resources to various charities that support medical research, education, the environment, and community outreach. He contributes to Young Life, Campus Crusade, First Baptist Academy, the Make-A-Wish Foundation, the American Cancer Society, Hodges University, and Coastal Conservation Association Florida’s Naples Chapter, where he formerly served as President. In his free time, he enjoys scuba diving, snorkeling, boating, fishing, horseback riding, and hiking.

Previous roles held by Mr. Trochessett include Financial Advisor with William R. Hough & Co. and Commercial Credit Analyst for Milliken and Michaels. A 1991 graduate of Loyola University New Orleans, Jason Trochessett holds a Bachelor of Science in Economics and Finance. Along with his family, he resides in the greater Naples area.

 

 

Jason Trochessett - Professional Experience:

 

1998 - Present

Merrill Lynch

First Vice President

 

1995 - 1998

William R. Hough & Company

Financial Advisor

 

 

Jason Trochessett - Education:

 

BS, Economics & Finance

Loyola University

 

 

Jason Trochessett - Interests:

 

Boating, Fishing, Mountain Climbing, Horseback Riding, Snorkeling, Scuba Diving, Singing, Tubular Sclerosis Awareness

 

 

Jason Trochessett - Charitable Activites:


Elk River Lodge (owner) in the south eastern british columbia (canada) - he owns it and uses it for philanthropy for the charities listed above. He has allowed them to auction it off for vacations to raise money for the charities. Allowed them to use it for youth group stays as well for free., , Son has a rare terminal illness about Tuberour Sclerosis - and he spends a lot of time talking and helping other families in same situation and dedicating himself to helping these families and spending some time with

 

 

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