SEACREST WEALTH MANAGEMENT - Key Persons
Jason Seale III is a Wealth Advisor with over three decades of successful experience. With clients in fifteen states, Jason specializes in helping people protect their wealth and build a strong financial plan for their retirement. He firmly believes that everyone deserves better investment advice, now more than ever, due to the volatility of today's market. As someone who has followed the market for over forty years, Jason understands how to identify critical trends and predict market activity with remarkable accuracy. Jason is enthusiastic about helping friends, family and clients take advantage of what markets have to offer in both the short-term and the long-term. Throughout his career, Jason has helped hundreds of clients identify and reach their retirement goals. Effective communication is the foundation of everything he does, both personally and professionally. Jason works hand in hand with each client to help structure their wealth and secure a solid future.
Born and raised in the North Bay, Jason received his CRC and AIF in California. He has worked with Charles Schwab, Paine Webber and Raymond James for thirty-four years combined. He was the West Coast UBS Mutual Fund Manager for seven years. Jason currently lives in Marin County and has a daughter who is attending UC San Diego. Jason is a USTA 4.0 certified tennis player and has been golfing for forty-five years. He is also a World War II historian specializing in European theatre aviation.
Job Titles:
- Chartered Financial Analyst
- Wealth Advisor
Jeffrey is a Chartered Financial Analyst® charterholder and is a member of the Chartered Financial Analyst Institute. He also holds the designation of Certified Financial Planner™ practitioner. He joined SeaCrest in 2008 and has over 20 years of service in the Financial Services Industry.
Job Titles:
- in 2009 As a Wealth Advisor
Joanne joined SeaCrest Wealth Management in 2009 as a Wealth Advisor. She began her investment career with Prudential Bache Securities in 1984. Joanne holds a Bachelor of Arts in Economics from State University of New York.
Michael Annunziata graduated from Boston University in 1980 with a BSBA. He has worked in various industries before becoming a Financial Advisor in 1992. You'll catch him saying to others, "I have always loved this job, and still do."
Rick Madden has been with Seacrest Wealth Management for over 11 years. Prior to joining Seacrest, Rick worked nearly 25 years with Morgan Stanley with 15 years in a managerial role and 10 years as a financial advisor.
Susan's approach to the business is entirely client-focused. She has a diversified clientele with many being second and third generation, who have entrusted her to guide them with their investments and financial needs.