Mason joined Merrill Lynch Wealth Management in 2018 and focuses on providing sophisticated wealth management strategies, access to banking services, and custom lending to affluent families and businesses.
Prior to joining Merrill, Mason worked in an operations role at Fidelity Investments. He earned his B.S. degree in Economics, concentrating in Finance, from Cal Poly, San Luis Obispo. At Cal Poly, he achieved Dean’s List for eight quarters and was a member of Delta Sigma Pi.
Mason enjoys golfing, wine making as well as rooting for Bay Area sports teams, which include the Giants, 49ers and Sharks. To stay connected with his community, he volunteers with the Sharks Foundation, serving various neighborhoods in the Bay Area.