Jason M. Ardito, CTFA, CRC
Financial Advisor and Partner
Jason Ardito brings over 14 years of experience in trust and investment services to Cary Street Partners. He holds the Certified Trust and Financial Advisor (CTFA) and Certified Retirement Counselor (CRC) designations. Jason joined Cary Street Partners in July, 2011 and his expertise includes investment management strategies for individuals, foundations, trusts and retirement plans.
Before joining Cary Street Partners, Jason served as a Vice President of Trust/Investment Services for First Tennessee Bank. His responsibilities included investment management of trust client portfolios along with trust and estate administration.
In 2007, Jason was recognized by the “Business Journal of Tri-Cities Tennessee/Virginia” as one of 40 of the region’s top business professionals under the age of forty.
Jason completed the Cannon Financial Institute’s Trust as well as its Trust Investments Schools. Jason is a graduate from Woodberry Forest School in Virginia and holds a BA in Business Economics from Wofford College.
Trust administration and a broad range of personal trust services are provided through referral arrangements with unaffiliated trust providers. Cary Street Partners LLC’s Financial Advisors and our financial and estate planners will work with you and your other tax and legal professionals to help you understand your estate planning options.
Individual Wealth Management Team
Tel: 423.328.1974
.(JavaScript must be enabled to view this email address)
