NYC FINANCIAL ADVISORS
Jason Hill, FSS
President, Investment Advisor RepresentativeJason is the founder and president of Client Focused Advisors. His years of experience in the business have helped him serve and represent hundreds of clients. Jason strives to ensure his clients are well educated and informed by putting their needs first. Each appointment is tailored to individual needs, via specific materials and educational tools. The real benefit for his clients is the end result: the confidence they have in knowing that the work he has done can help protect and preserve their lifestyle, assets and most important, their families and valued relationships.
In 2014, Jason was one of the few selected to speak to his peers at the Practice Advancement Conference, focusing on how he runs a successful practice at Signator Investors, Inc.
Jason graduated with a Bachelor’s Degree in Finance from the University of Delaware. He has obtained the Financial Services Specialist designation from the American College. He was brought up in Port Washington, NY and he enjoys boating, sports and poker. Jason enjoys vacationing in warm weather with his wife, Julia. He recently welcomed his first son, Westin.
Matthew Hill, LUTCF
Executive Vice President, Investment Advisor Representative
Matt started as an NYC Financial Advisor over a decade ago. For the last decade he was responsible for recruiting, training, and developing new advisors in the tri-state area, along with helping his clients strive for financial independence. Along the way, he has gained a few designations and currently has completed 6 of 6 classes in order to be eligible to sit for the CFP (Certified Financial Planner). Matt worked his way up from agent to Associate Managing Partner before deciding his passion is assisting his clients on their Wealth and Protection Strategies.
Matt’s industry achievements include the prestigious Million Dollar Round Table*, ACE **(Achieving Client Excellence), and an ACE Top Producer qualifier in 2012. In 2014, Matt was one of the few selected to speak to his peers at the Practice Advancement Conference, focusing on how he implements technology throughout his practice. Matt is currently an Investment Advisor Representative, is Life & Health Licensed as well as LTC, and holder of the FINRA Series 7 & 63 registrations.
Most recently he has become a co-founder of Client Focused Advisors, with his primary concentration around business owners, executives, and medical professionals. He currently works within this arena on assisting his clients in the understanding of their Wealth & Protection strategy and will develop a tailored strategy unique to each of his client’s needs.
Matt currently resides in Garden City, New York with his wife Erika and his daughter Calista. Matt graduated with a Bachelor of Science Degree in Finance from the University of Delaware. As a lifelong resident of Long Island, New York, Matt is philanthropically involved with numerous children's charities in both New York City and Long Island area. Being raised on Long Island, Matt enjoys relaxing at the beach, sailing, fishing, golfing, and traveling with his family.
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
**The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Vice President, Investment Advisor RepresentativeWilliam is the Vice President and one of the founding partners of Client Focused Advisors. Prior to his career in the financial services industry, William achieved success in Sales and Marketing. He concentrated in the energy sector, Major League Baseball, and in the Capital Market and Money Market Brokerage arena.
William’s extensive experience outside the financial services industry has positioned him well to connect with his clients and to relate with each client’s unique situation. As a Registered Representative, William seeks to provide excellent service that focuses on quality customer contact, identifying his client needs and developing individual financial strategies for his clients’ long-term goals. He employs a holistic approach that addresses the legal, tax and financial needs of families, business owners, executives and professionals.
William grew up on Long Island and received a Bachelor of Arts Degree from Villanova University. He resides in Long Beach, NY with his wife, Laura, and their daughter, Abigail. William and Laura are deeply involved in the Long Beach community through their church, PTA, little league and AOH society. He also enjoys playing volleyball and golf, listening to music and watching sports.
Vice President, Investment Advisor Representative
Brett is also one of the founding partners of Client Focused Advisors and he has been in the profession since 2010. He works with individuals, families and businesses to create a unique holistic plan to pursue financial independence. He helps clients accomplish this goal by striving to reduce potential risks and helping them properly plan for various life events such as children’s education, retirement and legacy goals. Brett is committed to becoming a lifetime resource for each and every client.
Brett holds a Series 6, 63, 65 & 7 license along with life & health insurance licenses.
Brett was raised in Scarsdale, NY and he graduated with Cum Laude honors from Boston University. He currently lives in Brooklyn with his wife and he enjoys playing sports, traveling, and spending time with family and friends.
Financial AdvisorCameron works with a wide variety of individuals, families, and businesses to help them pursue their financial goals. After assessing each client’s current financial foundation, Cameron produces a holistic plan to guide them along their way to help them reach and surpass their ambitions. Cameron monitors his client’s progress and adjusts their individual plans based on the various obstacles each client faces.
Cameron holds a Series 7 and 66 License, along with Life, Accident, and Health Insurance Licenses.
Cameron was raised in East Hampton and graduated from Duke University with a Bachelor of Science in Economics. When he isn’t on the golf course, he can be found playing basketball, relaxing at the beach, or watching the latest movies.
Client Relationship ManagerSamantha handles our client service requests with supreme efficiency and enthusiasm. She thoroughly enjoys communicating with our clients. She is a lead resource for clients and an integral member of the administrative team.
Samantha completed her Bachelors in Theater Arts from Western Connecticut State University. She is originally from Connecticut. In addition to working with Client Focused Advisors, Samantha enjoys acting.