Jason Dessert

Financial Advisor + Enrolled Agent
401.441.5111 x 107
866-444-2947 x 107
866.441.8095

Why do you do what you do?

I really enjoy helping clients layout their financial goals and developing strategies to meet those goals. 

Whats the best advice youve ever received?

It was advice and is also a favorite quote:
Whether you think you can or think you cant, youre right. 

When youre not at the office, you can often be found doing what?

Spending time with my wife and four kids.  We enjoy sports,  hiking and traveling to new places. 

Education

MBA, University of Florida
B.S. Finance/M.I.S, University of Rhode Island

Professional Credentials

Enrolled Agent

Professional Affiliations

National Association of Tax Professionals
CFA Society of Providence

Community Affiliations

North Kingstown Jaguars Youth Football, Board Member
Parishioner, Saint Gregory the Great Church, Warwick