Jason Priddy, MBA, AIF®
Client Relationship Manager
Jason joins Maller Wealth Advisors with over 20 years of experience in the financial industry. In his role as a Client Relationship Manager, Jason works closely with Peter to ensure the accurate and timely completion of the planning, implementation and service needs of the clients he supports. Jason coordinates communication between the client, the outside advisors, and our Planning & Investment Group.
Prior to joining the Maller Wealth Advisors team, Jason worked as a Senior Wealth Advisor at Glass Jacobson in Owings Mills.
Education and Certifications
Bachelor’s in Business Administration from Campbell University
Master of Business Administration from Campbell University
Accredited Investment Fiduciary®
Baltimore Estate Planning Council
On a Personal Note
John lives in Owings Mills, Maryland with his wife and sons.