As an Edward Jones financial advisor, I believe it's important that I fully understand what your current and future financial needs are before you invest your money. Helping you consider all of your investment options, and helping you gain a comfort level with your financial strategy, is an important part of my job. Whether you are just beginning to save money, facing college expenses for your children or planning for your retirement, we can work together to develop appropriate strategies to help you achieve those financial goals.
With my accounting background, I enjoy working with families, individual investors and small businesses. I use a well-established process to build a firm financial foundation for you.
I feel it is important to contribute to the community in which I work, and I pursue many volunteer activities including active membership in the North Quabbin Chamber of Commerce and Rotary International.
My branch office administrator, Tina Leslie, brings a strong background of administration and customer service to the team. Tina also serves many community boards and committees. She has a husband of 10 years and two young boys. Tina loves spending time with her family and being in the outdoors.
Together, Tina and I stand ready to give all of our clients personal and professional service. Our office is conveniently located in Athol, MA in the North Quabbin Commons plaza. We are excited to once again welcome our clients back in person.
Sound strategies can have positive lasting effects for you and your family or business. I encourage you to stop in or give me a call, so we can discuss how I might be able to help you achieve your financial goals.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
Office Address164 Market Dr
Athol, MA 01331 opens in a new window
Phone NumberDavid J Mason at (978) 780-0002
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