Jason D’Amelio, RFC®

A native New Yorker and St. Johns Tobin College of Business graduate, Jason D’Amelio started his career at Citicorp Investment Services in 2003. After amassing a great reputation as a Financial Advisor for his work ethic and stellar customer care, Jason co-founded the Bay Ridge Financial Group, an independent wealth management firm, in 2005. The firm has been serving their clients and the community for over twelve years and in 2015, the NIA Community Services Network honored Jason with their Man of the Year award in recognition of his outstanding leadership in business and contributions to the community. Jason also co-founded CPA Tax Planning, a full-service accounting firm, in 2013.

Aside from his business achievements and community endeavors, Jason is a golf enthusiast and member of the Inwood Country Club.