Jason Garey, CFP® ChFC®
Login to view DISC.Jason Garey is a CERTIFIED FINANCIAL PLANNER™ and Private Wealth Advisor at Meridian Financial, where his team has been recognized by Forbes. A University of Maryland graduate, he specializes in multi-generational financial planning for families, business owners, and professional athletes, drawing from his unique background to guide clients from success to significance.
Outside the office, Jason is a father of five who is actively involved in his community as a board member for the NCFC Youth Soccer Club. He maintains strong ties to his alma mater and enjoys taking saltwater fishing trips on the Carolina coast with friends and clients.
Interesting fact: Before his finance career, Jason was an MLS Cup-winning professional soccer player who also self-published a novel.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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