Jason Thomas Connolly

Directeur en chef des Investissements chez Sugarloaf Wealth Management LLC

Profil

Mr. Jason T.
Connolly is a Managing Principal at Sugarloaf Wealth Management LLC.
He has been in the financial services industry for over 25 years.
Throughout his career, he has helped clients navigate both extreme bull and bear markets.
His extensive experience includes estate planning and settlement, retirement income planning, estate and wealth transfer planning, and more.
Mr. Connolly has been a board member for the Furman Alumni Giving Council and served on the professional advisory board for The Community Foundation of Northeast Georgia.
He received his undergraduate degree from Furman University.
He has also completed Oglethorpe University’s Certified Financial Planner Certificate Educational Program and earned his Accredited Investment Fiduciary designation from the Center for Fiduciary Studies at the University of Pittsburgh’s Katz Graduate School of Business.
He is also a member of the Georgia Chapter of the Financial Planning Association.

Postes actifs de Jason Thomas Connolly

Sociétés	Poste	Début
Sugarloaf Wealth Management LLC	Directeur en chef des Investissements	01/10/2003

Formation de Jason Thomas Connolly

Furman University

Undergraduate Degree