Profile

Recognizing the need for a diverse clientele to have a reliable and responsive source of financial input and information, Mason has come to serve hardworking individuals and couples who are building wealth, saving for their first home, a child’s education, and, most often, a comfortable retirement lifestyle.

Mason was a three-sport scholar-athlete at Monrovia High School, where as captain, he led the football team to three consecutive CIF championships. Later, he played on the 2015 and 2016 Ivy League Championship football teams at University of Pennsylvania. After graduation, he returned to Southern California and joined Merrill in 2019 – ready to help real people achieve realistic goals – and overcome the financial challenges he witnessed friends and family experience in the past.

“The lessons I learned playing football impact what I do today,” Mason says. “Reflecting upon five total championships (with losses along the way), two key lessons come to mind. First, is the value of teamwork. My team at Merrill is exceptional – mentors and internal specialists who accelerate my success in helping clients enjoy theirs. Two is execution. Thanks to my support staff and the firm’s incredible technology, clients can enjoy accuracy and timeliness beyond what they might expect. Championships are not won alone, and neither is achieving financial goals"

The son of a teacher, Mason is especially mindful of educating clients about the value of long-term saving and investing, and staying disciplined in following the strategy they agree upon. He also spends significant time getting to know clients personally – their vision, what makes them feel comfortable, how much they have on their plates, and how he can simplify their financial situations so that they can focus on the people and passions in their lives.

“Whether I serve high networth families or those who work hard to save and sacrifice, it feels good when clients find value in my efforts. If I show them a personal wealth strategy and they get excited about the direction they can take, it’s a tremendous moment for me. I enjoy working hard so clients don’t have to,” Mason explains.

When it comes to investments, Mason can help build personally-tailored portfolios for clients by relying on the firm’s Chief Investment Office portfolios for overall strategic direction, the firm’s research-based equity portfolios, and assistance from senior level colleagues.

Mindful of tax efficiencies and the impact of financial decisions on future generations, Mason also coordinates with clients’ CPAs and attorneys (and his network of trusted advisors) – to employ tax-minimization and estate planning strategies. In addition, he offers access to residential and securities-based lending (typically for refinancing or purchasing investment properties), non-conventional property loans, and custom lending solutions through Bank of America, N.A.

Outside the office, Mason is a member of the Black Professional Group at Bank of America, is co-chair of the events committee for the Penn Club of Los Angeles, and is an active member of the San Gabriel Valley Chapter of the National Football Foundation – helping student-athletes. He also actively participates with his church, Fellowship Monrovia. In the past, Mason has coached football and mentored athletes at Monrovia High School, his alma mater.

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*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Mason follows the deep-seated Merrill tradition of participating in the communities he serves. This drives his interest in spending time volunteering with churches and local organizations in our community.