Percy Mason

Background

About Percy Mason

Percy brings more than 12 years of financial experience to the 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 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. Percy is also a member of the African American Chamber of Commerce of Western Pennsylvania.*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ and the SE-AWMA™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.