"We know you’ve worked hard to build wealth in pursuit of a comfortable life for you and your family.  Your achievements reflect a considerable effort, one that deserves to be matched by your advisors both in tenure and proficiency.”

With their diverse background in finance and business management, the Li Group at Morgan Stanley has built their practice around working with families who value a collaborative approach to wealth management.  The team focuses on strategies that are designed to preserve and grow clients’ wealth through risk management and goals-based planning. 
Jason began his financial services career in 2011 after six years of executive leadership with a fortune 50 company.  In 2012, Jason and David Li combined their practices to form The Li Group. The following year they relocated their practice to Morgan Stanley where they have the capacity to help meet the needs of their growing clientele.  

Jason is active in his community and serves on the board of the Rotary Club of Westborough, the board of the Global Emergency Medicine Initiative, and the board of Corporators for Big Brothers Big Sisters of Central MA / Metrowest.  Jason graduated Cum Laude with a Bachelor in Business Administration from the Isenberg School of Management at the University of Massachusetts Amherst where he also studied Finance, Economics and Psychology. 

Jason resides in Southborough, MA with his  wife Ashley.  He enjoys travelling, fitness, biking, competitive BBQ, and spending time with his family.
 
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