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Jason M. Morley, CPA/PFS, CFP

Associate Director of Family Office Services

Jason Morley has worked with financially successful families for more than two decades.  As a member of the firm’s Family Office Services group, he is responsible for the daily counsel and advisement of ultra-high net worth families.

Prior to helping establish BPB’s Family Office practice, Morley was a senior manager of family office services with a Florida-based firm where he focused on advising high-net worth individuals in management and preservation of family wealth and values through multiple generations.

Areas of Focus

  • Accounting and treasury management
  • Financial and estate planning
  • Investment and cash-flow reporting
  • Trust, gift, and family partnership planning
  • Rental real estate and development
  • Residential and commercial real estate development
  • Yacht and aircraft management

Education

  • Florida Atlantic University – Master of Science in Taxation
  • Quinnipiac University – Bachelor of Science in Accounting

Industries Served

  • Entrepreneurs and business owners
  • High-net-worth individuals and families
  • Financial and corporate executives

Community Involvement

  • Place Of Hope - fundraising committee

Affiliations