Martina Mason
Wealth Manager
Pensacola,FL
Summary
Accomplished Advanced Wealth Advisor with over 23-year history of success in capital markets and wealth management. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for future. Attains client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Exceptional knowledge in portfolio management, estate planning and investment strategies. In depth knowledge of bank leveraging and lending processes used to create positive arbitrage within client portfolios.
Overview
23
23
years of professional experience
Work History
Wealth Management Advisor/Founder
Mason Wealth Group, LLC
Pensacola, Florida
07.2021 - Current
- Managed client portfolios of stocks, bonds, structured notes, and advanced insurance planning.
- Implemented portfolio rebalancing and recommended adjustments and changes within portfolios.
- Worked with clients to create tax advantaged retirement and estate plans using bank leveraging techniques.
- Performed portfolio analysis and cash flow analysis for both new and existing clients in order to highlight progress and create new goals.
- Evaluated clients' financial status to provide recommendations and suggestions on suitable investments, debt management and insurance.
- Helped professionals and executives build and execute wealth management strategies based on unique goals and objectives.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
Agent/Founder
Iron Plan Solutions Group, LLC
Pensacola, Florida
04.1999 - Current
- Educated clients on various financial matters and provided professional recommendations on investment and insurance opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Performed due diligence and valuation processes for business owners and executives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Identified clients' financial conditions and needs through financial planning analysis.
Registered Financial Representative
ING Financial Partners, Inc
Pensacola, Florida
09.2001 - 08.2011
- Kept abreast of all changes in stock market and investments to efficiently manage client finances.
- Interviewed clients to better understand financial positions and assets ready for investment.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Performed due diligence and valuation processes.
- Kept client financial plans optimized for current market trends and economic conditions.
- Assisted clients in making advanced tax and estate planning decisions regarding investments, low-cash financing and sourcing banking partners for premium financing strategies.
Private Banker
Wachovia Bank
Foley, AL
01.2006 - 12.2007
- Developed tailored solutions to meet individual banking needs.
- Expanded customer base through community outreach and strategic business partnerships.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Kept client financial plans optimized for current market trends and economic conditions.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
Education
FINRA Securities - Series 7
General Securities Representative Examination
Clearwater, FL03.2004
FINRA Securities - Series 6
Investment Company Products/Variable Contracts Rep
Pensacola, FL08.2001
State of Florida - 214 And 216
State Life Including Variable Annuity
Pensacola, FL04.1999
FINRA Securities - Series 65
Uniform Investment Adviser Law
Pensacola, FL06.2021
Associate of Arts - Liberal Arts And Sciences
Pensacola Junior College
Pensacola Florida05.1989
Skills
- Fiduciary
- Wealth Management
- Investment Performance Reporting
- Market Trend Monitoring
- Income Projections
- Financial Report Summaries
- Portfolio Management
- Financial Analysis
- Account Performance Reviews
- Economic Trends
- Tax Strategies Expertise
- Portfolio Construction
Affiliations
- Rotary International
- Impact 100
- American Cancer Society
- MDRT
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I don't manage money to make money. I manage money to make a difference.
Martina Mason
Timeline
Wealth Management Advisor/Founder
Mason Wealth Group, LLC
07.2021 - Current
Private Banker
Wachovia Bank
01.2006 - 12.2007
Registered Financial Representative
ING Financial Partners, Inc
09.2001 - 08.2011
Agent/Founder
Iron Plan Solutions Group, LLC
04.1999 - Current
FINRA Securities - Series 7
General Securities Representative Examination
FINRA Securities - Series 6
Investment Company Products/Variable Contracts Rep
State of Florida - 214 And 216
State Life Including Variable Annuity
FINRA Securities - Series 65
Uniform Investment Adviser Law
Associate of Arts - Liberal Arts And Sciences
Pensacola Junior College
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