Percy Mason
,
Financial Advisor
1040 Stony Hill Rd
Yardley, PA 19067
267.757.8966
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Percy Mason brings more than 12 years of financial experience to the Pollard, DiMedio & Associates team. Prior to joining Merrill in 2020, he was a branch manager at PNC Bank in New Jersey. Percy enjoys working with a diverse clientele that includes business owners, entrepreneurs, and high-net-worth families. He is passionate about helping clients create personalized wealth management strategies to pursue their specific life and legacy goals.

Percy’s wealth management approach combines old-fashioned hard work with innovative, research-based ideas. He is committed to building authentic, long-term relationships that emphasize active listening to help clients clarify what they want to accomplish with their wealth. Percy also believes in educating clients about complex financial topics to help ensure that wealth management strategies are implemented with mutual understanding.

A Pittsburgh native, Percy graduated from the University of Pittsburgh with a Bachelor’s degree in communications and media studies. He lives with his wife, their three young sons, and their dog Rocket in Langhorne, Pennsylvania, where he coaches youth sports. Percy is a founding member of Persevering Against All Circumstances (PAAC), a charitable organization that assists underprivileged families in southeastern Pennsylvania and Central New Jersey.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Cameron Zubey
Registered Wealth Management Client Associate
267.757.1449
About Merrill

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.

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Percy Mason is registered to do business in AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.