Mason McCloskey
Mason McCloskey is an Assistant Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco. Since joining Merrill in 2018, he has worked with individuals, families, and business owners to help them navigate complexity and develop thoughtful, sustainable financial strategies, particularly during periods of significant change in wealth or income.
Mason takes a transparent, collaborative approach to advising and focuses on building a deep understanding of each client’s priorities before delivering tailored guidance. He leverages Merrill’s investment platform along with Bank of America’s banking and lending capabilities to provide integrated solutions designed to help clients make informed decisions and remain focused on their long-term objectives.
Mason is committed to continuous learning and high-touch service and prides himself on being a dependable, accessible partner to his clients. He earned his CERTIFIED FINANCIAL PLANNER® certification in April 2023. Outside of work, Mason is an avid sports fan and golfer who enjoys cooking, discovering new restaurants, and sharing good food and wine with friends and family.
Mason earned his B.S. in Economics, with a concentration in Finance, from Cal Poly, San Luis Obispo. He was named to the 2026 Forbes “Best-in-State Wealth Management Teams” list. Published on January 7, 2026. Rankings based on data as of March 31, 2025.2
1Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
22026 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
