Mason McCloskey
Mason is a CERTIFIED FINANCIAL PLANNER® professional who emphasizes creative, sophisticated wealth management strategies along with access to banking & lending services.1 Mason focuses on working with individuals, families and businesses who have experienced a sudden change of wealth or income to develop a sustainable financial strategy.
As a financial advisor, Mason values transparency, constant learning and excellent service to all of his clients. 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
In his free time, he is an avid sports fan and golfer. On the weekends, he loves to cook his favorite recipes, try new restaurants and open a bottle of wine with his friends & family. Prior to joining Merrill, Mason earned his B.S. in Economics, concentrating in Finance, from Cal Poly, San Luis Obispo.
1Banking and Lending Services are through Bank of America, N.A. 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.
