Kevin Mason

Kevin Mason is chief executive officer of Mason Advisory Group – a financial firm focused on wealth management, wealth protection, and financial retirement planning.  With over 35 years of experience as a financial advisor, Kevin brings a vast knowledge base, strong integrity and years of experience with loyal investors who he helps to work towards pursuing their financial goals.  Kevin currently holds the Series 6, Series 7, Series 24, Series 26, Series 63 and Series 66 licenses through LPL Financial. In addition to his FINRA Licenses, he also holds Life, Annuity and Variable Annuity licenses in over 25 states.  Kevin also holds the following designations:   AIF - Accredited Investment Fiduciary, AAMS - Accredited Asset Management Specialist and the CMFC - Certified Mutual Fund Counseler.  

Recognizing that each client has individual needs, Kevin dedicates himself to understanding and appreciating each client’s situation.  As an objective partner, he believes in educating clients and works diligently to help them develop achievable goals, understanding their financial choices and portfolios. Kevin’s goal is to help clients implement strategies that assist them in attaining their personal plans, through sound investment decisions, not emotional ones. 

 

Outside of the office, Kevin and his two children enjoy sports, traveling and of course keeping school a priority. Kevin has served the community over the years with the following charities: Morton Plant Mease Hospital Foundation Board, Morton Plant Mease Hospital Board, Chairman of the Board at The Centre Club, as well as Big Brothers Big Sisters of Tampa Bay and Big Brothers Big Sisters of the State of Florida.