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 Chartered Retirement Planning Counselor™ designee and Senior Portfolio Advisor, 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 small 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 enjoys playing kickball, pickleball, traveling, and spending time with his family while staying active in his community.
A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
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.
