As your financial advisor, I believe it is critical to deeply understand what is important to you. That is, what and who you're investing for. We then use our established process to create personalized strategies to help you achieve your goals. After creating and implementing a strategy, we commit to partnering with you alongside your CPA and attorney to help keep you on track through the stresses, strains and changes during an investing lifetime.
I am a husband and dog-dad to a German Shepard/Lab mix. We enjoy time out at our lake home at Possum Kingdom. I also enjoy serving as a volunteer firefighter and emergency medical technician, playing piano and guitar, cooking and fitness.
I started with Edward Jones in 2010, while studying finance at the University of Oklahoma. After a foot injury cut my track and field career short at Oklahoma, I discovered a passion for aviation and quickly earned my pilots license. In 2016, I was awarded my CFP® designation, and since then, have become a limited partner with our firm. Along with serving my clients, I have served as a coach for new financial advisors, as well as the recruiting leader for the Dallas region.
Together, with my branch office administrator, Debra Randazzo, we leverage our strengths with the resources of a Fortune 500 firm to provide one-on-one, unparalleled service to our clients.
Success to me is measured by the clients that only have to retire once, spouses being there for their families in times of need, children getting great educations without the burden of debt, legacys that change the trajectory of generations to come, and the relationships I make along the way.
One of the many things we hear our clients value is our mutual understanding of their life as a person, not a portfolio. I believe passionately that the approach, process and guidance we advocate changes lives and helps people achieve better outcomes.
For more, connect with me on LinkedIn at www.LinkedIn.com/in/williamsmason.
My Personal Interests
- Personal Fitness
Office Address8080 N Central Expressway
Dallas, TX 75206
Phone NumberMason G Williams at (214) 324-4474
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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