As a Financial Advisor, Mason understands how important transitions are in his client’s lives. With over 9 years of financial services experience, he’s helped families, businesses, and individuals accomplish their goals and set up future generations for financial success. Mason’s favorite part of working with his clients is getting to know them on a personal level so he can meet their unique needs. “ My clients become like an extended family to me, and I treat them with the highest possible level of service.” Mason says.

Mason is a Middle Tennessee native originally from McMinnville. He attended Tennessee Technological University and graduated with a bachelor’s degree in Finance. Mason started his financial services career with UBS in 2014 at their downtown Nashville office working in International Securities Settlements. After UBS, Mason began his career as a Financial Advisor at Morgan Stanley in 2018. He has been affiliated with Raymond James since 2020 and joined the Wilson Bank & Trust Investment Services team in 2023. He holds his Series 7, 66, and Tennessee Life & Health insurance licenses.

Being active in his local community has long been a focal point for Mason. After moving to Hendersonville in 2019, Mason participated in Leadership Sumner and is a 2020 graduate. He currently serves on the Leadership Sumner board. Additionally, Mason is a Vice Chair of the Hendersonville Arts Council and a volunteer on the Finance Committee for the Special Olympics of Tennessee.

In his free time, you’ll find Mason playing tennis, cooking, or hiking with his wife, Elizabeth, and daughters, Ryan and Blake.