The financial services world transitioned over the last decade. It used to be "Come to us and we will show you where to invest your money." It has thankfully evolved into "Come to us and we will get to know you. We will find out who you are and for what you have passion... And yes, we will still help you, financially, live the retirement you've always dreamed!" Amber and I want to be part of that mix for you. Come expecting to understand and be understood. Come expecting to become part of our family. Come expecting to stay a while.
As a financial advisor, I am committed to understanding what is most important to you. I can help you develop a strategy tailored to your specific situation and designed to help you achieve your financial goals. I will partner with you throughout your life to making adjustments to help keep you on track while providing the highest level of service possible.
The vision of our branch team is to create an ideal client experience such that our clients understand they are loved, valued and appreciated. Everything we do in this branch office will serve to that end. We also wish to provide exceptionally personalized service with the investment choices and tools needed to meet your long-term goals.
Oh yeah, a little bit about me: I am married to my bride of 18 years, Helena, and we have a daughter and son, Morgan and Max. We enjoy the beach, travel and spending time together. We are delightfully artistic and musical and could easily masquerade as the Von Trapp Family Singers! I snowboard, run, surf (marginally) and lift weights when I have the chance.
Amber is married to her husband, Darion, of three years and they have a delightful 2 year old, Kylar. She loves to spend her time outdoors hiking, camping and fishing!
Amber and I have been serving Edward Jones clients for over 17 years. We know a thing or two about a thing or two. Give us a call to see how we might help.
Learn more at http://www.facebook.com/MasonMortimerEdwardJones/
Focus areas
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Charitable Giving
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Charitable Giving
My Personal Interests
- Running
- Volunteering
- Traveling
- Spending Time with Family
- Snorkeling
Personal Interests
- Running
- Volunteering
- Traveling
- Spending Time with Family
- Snorkeling
Office Information
Phone Number
Mason G Mortimer at (951) 695-8844Branch Team
- Amber Haggerty
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Amber Haggerty
- Sr. Branch Office Administrator
Branch Team
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