Michael Mason
Michael Mason is a Financial Advisor who is passionate about helping clients create clear, long-term strategies that support the goals that matter most to them.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ designee he brings a proactive, client-focused approach to every relationship. Michael delivers guidance in retirement planning, wealth management, portfolio design, and planning support for individuals, families, and businesses.
The clients Michael serves are looking for a personalized plan that ties together the key parts of their financial life. His work includes building portfolios aligned with client objectives, supporting lending needs through his access to Bank of America, and partnering with clients' attorneys and tax professionals on estate and planning considerations. When working with a client, Michael begins by understanding their full financial picture, identifying top priorities such as retirement readiness or education funding, and helping them define and quantify their goals. He then designs and implements a tailored strategy that helps clients move toward their goals with clarity, purpose, and confidence.
Michael lives in Jacksonville, Florida, where he is involved with the JAX Chamber as a trustee and a member of several area councils. He enjoys playing kickball, pickleball, traveling, and spending time with his family while staying active in his community.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
