Jason Plunkett is originally from Gallitzin, Pennsylvania and made Nashville his home in 2005. He graduated from Juniata College (Huntingdon, PA) in 2000 with a Bachelor’s degree in Business Management. Prior to joining Southwestern Investment Group, Jason worked in a wholesale capacity for several of the largest insurance companies in the U.S. As part of his responsibilities, he was assisting Financial Advisors throughout the Southeast in preparing comprehensive financial plans for their clients. He is excited about the opportunity to assist clients with over 13 years of financial industry experience.
Jason has earned his Series 6,7,63,66, and life/health licenses. Through Raymond James, he provides sound investment and financial planning for his clients. After developing a thorough understanding of a client’s objectives and goals, Jason takes a comprehensive approach to help his clients effectively and efficiently save for retirement, employ tax planning strategies, and transfer their wealth.
When not in the office, Jason spends as much time with his children as possible; Gabriel 10 and Emme 7. Together they enjoy watching and attending sporting events, visiting parks, hiking, and spending time outdoors.