Jason Mirabella is the founder of Deliver Advice. With over 24 years in the financial services industry, Jason has extensive experience in strategic operations, platform management, and wealth management. Jason has been involved in key mergers and acquisitions with firms like WealthSource Partners, Model FA, and SurePath Wealth Management.
As a former C-suite executive at WealthSource Partners, he managed strategic operations for a firm with over $2B in AUM. Jason has also held leadership roles at SurePath Wealth Management and Model FA, focusing on platform development and business growth. He founded Henfruit, LLC, a virtual financial planning firm acquired after three years, and served as Director of Research & Analytics at Partners Wealth Management. Learn more here.
