Verified recordFinancial Services

Scott Mason

Wealth Management Advisor, Vice President at Merrill Lynch

Based in Washington, United States

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Seniority

Vp

Department

Sales & Business Development

Location

Washington

Industry

Financial Services

Company size

35K

Contact information

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Email

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s•••••••@ml.com

Phone

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Background

About Scott Mason

I am a financial advisor and partner with The Farrington Mason Group with Merrill Lynch Wealth Management in Fredericksburg, VA. Our team works with a select group of families, retirees and businesses in Fredericksburg and around the country. We provide advice and detailed investment management strategies to help clients make better financial decisions. We deliver a total team approach to wealth management. We initially help determine a client's financial objectives and concerns. We offer a sound financial strategy that helps meet the client's needs and goals. Third, we implement strategies by selecting the proper investment vehicles. We continue to track each client's investment strategy while providing regular communication with the client throughout the year including an in-depth, annual review meeting.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.**The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.

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Scott Mason Email & Phone Number @ Merrill Lynch | Kipplo Discover