Download PDF


Boating, Fishing, Mountain Climbing, Horseback Riding, Snorkeling, Scuba Diving, Singing, Tubular Sclerosis Awareness


A financial advisor and wealth manager with more than two decades of experience in his field, Jason Trochessett currently serves as a First Vice President with Merrill Lynch in Naples, Florida. With an impressive professional background, Mr. Trochessett began to set the stage for his career while an undergraduate at Loyola University New Orleans, where he pursued studies in Economics and Finance. Following receipt of his Bachelor of Science in 1991, Jason Trochessett embarked on a diversified career in financial analysis and asset management, beginning with a term as a Commercial Credit Analyst with Milliken and Michaels (now part of International Recovery Group). Over the next several years, Mr. Trochessett built an outstanding record of achievement at this company, serving the needs of such clients as the federal Resolution Trust Corporation and various Fortune 500 firms.From 1995 through 1998, Jason Trochessett served as a Financial Advisor at William R. Hough & Co. (later acquired by RBC Dain Rauscher), during which time he cultivated a specialization in municipal bond underwriting. At the end of this period, Mr. Trochessett joined the team at Merrill Lynch, where today he provides clients of high net worth with the full spectrum of wealth management services, including portfolio management, risk analysis, and fixed income investments as a Personal Investment Advisor. Awarded his Certified Investment Management Analyst designation from the Wharton School of the University of Pennsylvania, Jason Trochessett also holds his Certified Financial Manager credential, Series 7 and 66 licensure, and Resident Life, Health, and Variable Annuity License from the Florida Department of Financial Services.

Work experience


First Vice President

Merrill Lynch

Financial Advisor

William R. Hough & Company




Loyola University