David Mason

Background

About David Mason

I joined Edward Jones as a financial advisor in 2017, opening the firm’s first branch office in Athol in September of 2019. I have since advised clients during different life stages, complex investment situations and ever-changing market conditions. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. I've taken the next step in my professional development by achieving the CERTIFIED FINANCIAL PLANNER™ or CFP® certification in 2022 and most recently, the Chartered Financial Consultant® or ChFC® designation in 2024. My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to reduce taxes or plan for retirement, I can help. I strive to make sure my clients feel heard and that I understand their unique story. I focus on helping my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy; what to expect from it; and how much it is going to cost. My branch office administrator, Tina Leslie, began working at Edward Jones in February of 2021 and brings a strong background of administration and customer service to the team. I am proud to announce that Tina has also taken a step in her development by recently obtaining the Financial Paraplanner Qualified Professional® designation through the College for Financial Planning®. Tina is an active member of the Athol-Orange Rotary and has served on other local committees and boards within her home community of Petersham. Together, Tina and I work diligently to earn the trust of each of our clients. Our branch works closely with you and your CPA, attorney and other professionals, so together, we can determine the most appropriate financial strategy for you and your family. We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call to get started. Our office is conveniently located in Athol, MA, in the North Quabbin Commons For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see