Michael Mason

Michael H. Mason, PPM
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.
The Mason Taylor Group of Truist Investment Services, Inc.

900 S Gay St

24th Floor,

Knoxville, TN 37902-1800

michael.mason@truist.com

Phone 865-560-5778

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About me

Background

Michael Mason is a Financial Consultant with the Mason-Taylor group of Truist Investment Services, Inc. In his current role, Michael helps clients with risk allocation, portfolio management, and retirement income and insurance strategies. With the knowledge from his finance degree from The University of Tennessee and years of experience managing client relationships, he specializes in advising individuals and families regarding their financial goals. 

As a Financial Consultant, understanding a client’s personal situation is important for making recommendations that are in their best interests. Michael believes in educating and helping clients understand their financial choices prior to implementing these strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Administration - Finance
University of Tennessee 2014 2018

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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