Jason Trochessett - First Vice President at Merrill Lynch
Jason Trochessett is an accomplished financial advisor who currently serves as first vice president at Morgan Stanley in Naples, Florida. His leadership role entails overseeing client development and client services, delivering investment advice to his team, and providing discretionary management of client portfolios. Prior to joining Morgan Stanley, Jason Trochessett gained experience as a financial advisor at Merrill Lynch for over 14 years and at William R. Hough & Company, a municipal bond underwriter prior to Merrill. His experience includes work with municipal bonds, family foundations, and philanthropic endowments. Over the course of his career, he has served as a guest speaker at a number of professional events.
Jason Trochessett studied at Loyola University in New Orleans, where he graduated with a double major in economics and finance. A longtime resident of Florida, he is a former president of the Naples Chapter of the Coastal Conservation Association. He supports non-profit organizations like the Make a Wish Foundation and the American Cancer Society through charitable donations.