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Mason McKown 

Professional Profile

Mason McKown, CFP®
Financial Advisor
Silicon Valley Complex
Santana Row

Mason McKown is a CERTIFIED FINANCIAL PLANNER™
certificant, a designation awarded by the Certified
Financial Planner Board of Standards, Inc.

Mason has worked in the financial services industry with Bank of America since 2008. He joined the Merrill Lynch Wealth Management team in 2011. He specializes in guiding individuals and families through their most important financial decisions to help them meet their long-term financial goals.

Mason's approach to wealth management is friendly, personal, and disciplined. He is committed to understanding the details of each client's unique financial situation. He then creates financial solutions individually tailored to each client’s time horizon, growth expectations, and risk tolerance. After a strategy is adopted, Mason helps each client track their progress, make adjustments, and, most importantly, maintain the investment discipline necessary to achieving their financial goals.

Clients find immeasurable value in the time and energy they save by utilizing Mason's ability combined with the resources of Merrill Lynch. Working with Mason allows them to spend more time with their families, enjoying life, and doing the things they love.

Mason is a 2006 graduate of The University of California at Santa Barbara with a B.A. in Philosophy and a concentration in Ethics. He is an active member of the Rotary Club of Campbell and the Los Gatos Silver Tongued Cats Toastmasters Club. Mason enjoys golf, volleyball, and the great outdoors. Mason is a native of Silicon Valley and currently lives in San Jose, California.

Client Commitment


Mason McKown is registered to do business in:AZ, CA, MI, NC

For questions regarding registration information please contact your Financial Advisor.
Mason  McKown

Financial Advisor

Merrill Lynch
560 south winchester blvd
san jose, CA  95128-9924 

Phone(408) 260-6025

Email:  

Professional Staff


Client Associate

(408) 260-6033
 

C8476318 (JCA*******801)