Raymond James Team
With experience in wealth management, Mason contributes to portfolio strategy and financial planning while developing client relationships.
Mason serves as Associate Wealth Advisor in Dixon, Illinois. In this role, he supports investment strategy, portfolio management, and financial planning efforts, while also developing client relationships and growing his own book of business.
Mason brings experience in wealth management and private capital. Most recently, he served as a Wealth Management Associate at Merrill, where he supported portfolio and relationship management for high-net-worth clients. Prior to that, he worked as a venture capital analyst with a family office, contributing to the management and analysis of private market investments across multiple sectors. Earlier in his career, he gained experience in venture capital and corporate finance through roles supporting investment evaluation and financial analysis.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midland States Bank is not a registered broker-dealer and is independent of Raymond James Financial Services Advisors, Inc. and RJFS.
Check the background of these registered investment professionals on FINRA's BrokerCheck✓
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of Midland States Bank, are not guaranteed by the Bank or any federal government agency, and are subject to risks, including the possible loss of principal.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midland Wealth Management is a trade name used by Midland States Bank. Midland Wealth Management and Midland States Bank are not registered broker-dealers and are independent of Raymond James Financial Services Advisors, Inc. and RJFS.
Check the background of these registered investment professionals on FINRA's BrokerCheck.✓
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of Midland States Bank, are not guaranteed by the Bank or any federal government agency, and are subject to risks, including the possible loss of principal.
Our team of dedicated professionals are here to support you.
