Mason is regarded as a great friend and neighbor who enjoys solving problems. With more than 29 years in the financial services industry, he specializes in helping clients satisfy their retirement income needs through focused dividend investing.
For 20 years Mason gained valuable experience by working with both regional and national firms, including A. G. Edwards, Wachovia Securities, and Wells Fargo Advisors. Almost ten years ago, he settled on the independent advisor model as the most effective way to serve his clients.
He holds the Series 7, Series 63 and Series 65 Securities Registrations.
Mason graduated from Elon University with a Bachelor’s Degree in Political Science and Economics. Mason is an accomplished golfer with four Club Championships. He is also a car aficionado. Mason and his wife Tamara have a daughter, Virginia. The family resides in East New Market in Dorchester County