Jason Willits

Background

About Jason Willits

Jason Willits joined Fulton Private Bank in 2011 as a Wealth Advisor. In his role, Jason focuses on building dynamic financial plans customized for his clients to help them understand the steps they need to take to build and protect their financial wellbeing. Prior to joining Fulton Private Bank, he worked as a Trust Relationship Officer at US Trust, Bank of America Private Wealth Management in Providence, Rhode Island. Jason earned his BBA and MBA at Campbell University with a major of Trust and Wealth Management. He is a graduate of Cannon Trust School and holds the designation of Certified Trust and Financial Advisor (CTFA). He is a Certified Financial Planning Professional (CFP®) and holds a Certificate of Financial Planning from James Madison University. He is also an Accredited Trust and Fiduciary Advisor (ATFA). He is a member of the Financial Planning Association of Harrisburg and the Conodoguinet Creek Watershed Association. In his free time, Jason enjoys spending time with his family, hiking trails with his dog, traveling with his wife, cooking for friends and finding new places to hike and kayak. Disclaimer: The views expressed here are my own and do not necessarily reflect the views of my employer.