560 SOUTH WINCHESTER BLVD SUITE 100
SAN JOSE, CA 95128-9924
Mason McKown, CFP®Financial AdvisorSilicon Valley ComplexSantana RowMason McKown is a CERTIFIED FINANCIAL PLANNER™certificant, a designation awarded by the CertifiedFinancial 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.
Mason McKown is registered to do business in:AZ, CA, MI, NC
Phone: (408) 260-6025
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of BAC.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.