FAQ About Jason Port Dcpwa

• What is Jason Port Dcpwa's address?

  Jason Port Dcpwa is located at
  3 Park Street West, Shrewsbury, United States

• What is Jason Port Dcpwa's job title?

  Jason Port Dcpwa is a I have had the opportunity to play active roles over the last several years in legal and wealth management organizations. These roles have allowed me to learn about the best offerings and services for clients, families, and entities. I have had the benefit to work within law firms, RIAs, multi-family offices, and trust bank divisions of wealth management organizations. This has provided me with insight into fiduciary management, administration, wealth protection not commonly found. I am fortunate to have gained education and mentorship from exceptional professionals and organizations. These have included positions in Choate, Hall & Stewart, LLP' Private Client Group working with Choate Investment Advisors, LLC; leading Gravel & Shea's trust, estate, and tax planning practice; and serving as a Regional Fiduciary Officer at Fidelity Personal Trust Company, FSB, a part of Fidelity Investments. I further held similar roles at Ropes & Gray's Private Client Group and their wholly owned RIA, Ropes Wealth Advisors, and U.S. Trust, Bank of America Private Wealth Management. I gained my initial skills at Mirick O'Connell focusing my practice on complex estate, trust, tax, and wealth planning. I assisted clients with the preparation of federal and state tax returns, including estate, gift, and income for fiduciaries, individuals, non-profit, for-profit, and pass-through entities. I also advised clients with guardianships, conservatorships, elder law matters, probate & fiduciary litigation, and land use planning. Additionally, I provided advise on the formation, governance, ownership, and operation of entities including corporations, non-profit organizations, limited liability companies, and general and limited partnerships. Regardless of role, my focus has been to work within a team coordinating with internal and external partners, including fiduciaries, financial advisors, family offices, attorneys, and accountants, to obtain the best planning and administrative results for clients. I strive to learn new and dynamic ways of wealth planning, while maintaining a passion for providing sage counsel to individuals, families, and entities with counsel on a multitude of concerns. I measure success by client satisfaction through providing efficient solutions to life problems.

• What industry does Jason Port Dcpwa currently work in?

  Jason Port Dcpwa currently works in the Mclane Middleton |

• Which languages does Jason Port Dcpwa speak?

  No Languages Available

• Which industries has Jason Port Dcpwa previously worked in?

  Jason Port Dcpwa has prior
  experience in the following industries:
  Choate Hall And Stewart | Gravel And Shea | Fidelity Investments | Law Offices Of James A Miller | Ropes And Gray | Us Trust | Mirick Oconnell | Goodwin Procter | Robinson And Cole | Posternak Blankstein And Lund

• What is Jason Port Dcpwa’s work experience?

  Jason Port Dcpwa has the following professional experience:
  Mclane Middleton | Choate Hall And Stewart | Gravel And Shea | Fidelity Investments | Law Offices Of James A Miller | Ropes And Gray | Us Trust | Mirick Oconnell | Goodwin Procter | Robinson And Cole | Posternak Blankstein And Lund

• How can I find Jason Port Dcpwa on LinkedIn?

  You can view Jason Port Dcpwa’s LinkedIn profile at LinkedIn URL

• What are Jason Port Dcpwa’s work email addresses?

  Jason Port Dcpwa’s work email
  addresses are
  jport@gravelshea.com

• What company does Jason Port Dcpwa work for?

  Mclane Middleton |