As a Senior Wealth Strategist, Jason Dunbar serves as a technical resource for Oxford Financial Group, Ltd.’s Family Office Services team, serving both clients and Managing Directors. He brings over a decade of experience working with high and ultra-high net worth clients on trust, estate, tax and other planning matters.
I am committed to helping individuals and families reach their goals by providing them with thoughtful and customized advice.
Before joining Oxford, Jason served as a Private Client Relationship Associate at Brown Advisory where he focused on trust, estate, tax, cash flow and planning. Prior to that, he served as an Associate Trust Officer at Bessemer Trust where he administered trusts utilizing Delaware law and advanced trust concepts.
Jason received his Bachelor of Arts degree in Political Science from the University of Pittsburgh and his Master of Laws (LL. M.) and Juris Doctor from the Villanova University School of Law. He is licensed to practice law in Pennsylvania and Illinois.