Merrill Lynch Financial Advisor Mason P. McCloskey

Merrill Lynch Financial Advisor Mason P. McCloskey is a finance institution located at 555 California Street, San Francisco, California, United States. Mason is a CERTIFIED FINANCIAL PLANNER™ professional who is dedicated to building and maintaining strong relationships with clients. With a focus on creative wealth management strategies and access to banking and lending services, Mason works with individuals, families, and businesses to develop sustainable financial plans. His approach values transparency, continuous learning, and exceptional service to all clients.

Mason earned his B.S. in Economics with a concentration in Finance from Cal Poly, San Luis Obispo. He is passionate about helping clients make important financial decisions and is committed to providing personalized advice and guidance based on their goals and priorities. As an avid sports fan and golfer, Mason enjoys spending time with friends and family on the weekends.

The team at Merrill Lynch Wealth Management, led by Mason, is dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - the team helps individuals address their financial goals at every stage of life. The institution offers a range of services, including the Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals.

Through open communication, personalized financial strategies, and a deep understanding of clients' needs, Mason and his team strive to help individuals achieve their financial goals. By staying informed of changes in clients' lives and the financial markets, they work to keep clients on track towards their objectives. With access to global resources and expertise, the team at Merrill Lynch Wealth Management is committed to helping clients live their best financial lives.