Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Mason works with clients to instill a feeling of confidence in their family’s financial future by creating a plan individually structured to help achieve each of their goals. He feels that he earns clients’ trust and loyalty by demonstrating an elite level of professionalism and ethics. He believes that clients value their relationship with Mason because he understands their unique needs, looks out for their best interest, and motivates them to make positive changes in their financial lives.
Clients seek Mason’s advice particularly after experiencing a change in employment, family, or lifestyle which has prompted them to reassess the organization and management of their assets. Combined with the industry leading resources of Merrill Lynch Wealth Management, Mason’s guidance relieves the burden of being the sole caretaker of one’s entire financial life. Working with Mason allows clients to spend more time with their families, enjoy their hard earned success, and do the activities they love.
Passionate about delivering excellent service, Mason holds the CERTIFIED FINANCIAL PLANNER™ certification and a B.A. in Philosophy with a concentration in Ethics from the University of California at Santa Barbara. He is a member of Campbell Rotary and enjoys golf, wine, boating, running, skiing and anything outdoors. Mason is a native of Silicon Valley where he lives with his wife, Elizabeth, new son, Weston, and golden retriever, Zoe.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Rotary . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
University of California at Santa Barbara
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.