AnnaKate Cross
Phone:
(410) 494-8378(410) 494-8378
Mason M Champion, CRPC®
Managing Director, Wealth Management,
Financial Advisor,
Global Sports and Entertainment Director,
Senior Portfolio Manager,
NFLPA Registered Institutional Player Financial Advisor
Direct:
(410) 583-4840(410) 583-4840
Toll-Free:
(800) 662-2576(800) 662-2576
My Mission Statement
Helping athletes, business owners, and successful young professionals make better decisions about their cash flow, grow their business, and manage their personal wealth.
Story & Services
Mason Champion is a Sports & Entertainment Director, Senior Portfolio Management Director, Senior Investment Management Consultant, and Financial Advisor with Morgan Stanley in Lutherville, Maryland. As an NFLPA Registered Player Financial Advisor from 2006- March 2020, a member of the Professional Golfers Association (PGA) of America for twenty-two years, and an devoted scholar of sports and entertainment business affairs for twenty-five years, Mason retains unique perspectives and considerations in his service to clients’ complex wealth management needs.
Mason works closely with his clients in order to define budgetary and cash flow needs, anchor a comprehensive wealth management game plan, serve philanthropic convictions, and affect strategies designed for growth and protection of core wealth resources. Mason’s clients have come to value his level-headedness, candor, and distinctive professional insight relative to serving their journey on and off the field.
Mason overlays a disciplined investment management methodology with an extensive white-glove service model to create a client experience that is uniquely engaging, intentional and authentic. Within his practice at Morgan Stanley, Mason also serves a collaborative role with other advisors who require his specific assistance and insight relative to serving professional athletes.
Mason is committed to utilizing his professional resources and expertise in order to help change the narrative regarding Athletes and Money. Accordingly, he dedicates considerable time to developing and delivering financial literacy initiatives with individual Big Ten athletic programs. This finds Mason traveling regularly in order to meet with student athletes around the country, in order to help them anchor proper disciplines and insights well before the arrival of their first professional contract.
Mason founded the Champion Scholarship for Creative Thought at Penn State University, is an Alumni Board Member of the Penn State College of Health & Human Development, has served as the President of the Golfers’ Charitable Association, is the former PGA Head Golf Coach at The Boys’ Latin School of Maryland, is a Nine-Time Recipient of the Five Star Wealth Manager Award (2012-2020) as noted in Baltimore Magazine, and is a Two-Time Recipient of the Forbes Best-in-State Wealth Advisor Award (2019-2020). Mason has been featured and quoted numerous times in a number of Sports Business articles, white papers, and podcasts.
Originally from Mill Hall, Pennsylvania, Mason and his wife, Juliet live in Phoenix, Maryland with their son, Davis, and their daughter, Darcy Rose.
2012. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
2019, 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded INSERT YEARS AWARD WAS GIVEN). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Mason works closely with his clients in order to define budgetary and cash flow needs, anchor a comprehensive wealth management game plan, serve philanthropic convictions, and affect strategies designed for growth and protection of core wealth resources. Mason’s clients have come to value his level-headedness, candor, and distinctive professional insight relative to serving their journey on and off the field.
Mason overlays a disciplined investment management methodology with an extensive white-glove service model to create a client experience that is uniquely engaging, intentional and authentic. Within his practice at Morgan Stanley, Mason also serves a collaborative role with other advisors who require his specific assistance and insight relative to serving professional athletes.
Mason is committed to utilizing his professional resources and expertise in order to help change the narrative regarding Athletes and Money. Accordingly, he dedicates considerable time to developing and delivering financial literacy initiatives with individual Big Ten athletic programs. This finds Mason traveling regularly in order to meet with student athletes around the country, in order to help them anchor proper disciplines and insights well before the arrival of their first professional contract.
Mason founded the Champion Scholarship for Creative Thought at Penn State University, is an Alumni Board Member of the Penn State College of Health & Human Development, has served as the President of the Golfers’ Charitable Association, is the former PGA Head Golf Coach at The Boys’ Latin School of Maryland, is a Nine-Time Recipient of the Five Star Wealth Manager Award (2012-2020) as noted in Baltimore Magazine, and is a Two-Time Recipient of the Forbes Best-in-State Wealth Advisor Award (2019-2020). Mason has been featured and quoted numerous times in a number of Sports Business articles, white papers, and podcasts.
Originally from Mill Hall, Pennsylvania, Mason and his wife, Juliet live in Phoenix, Maryland with their son, Davis, and their daughter, Darcy Rose.
2012. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
2019, 2020 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded INSERT YEARS AWARD WAS GIVEN). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: CA, MO, KS, AL, NH, ID, CO, MN, FL, WI, PA, KY, DC, NV, NJ, TX, OH, NY, HI, DE, AZ, WY, WV, PR, NC, LA, IN, IL, VT, VA, UT, TN, SD, NM, NE, MD, MA, GA, AR, WA, SC, OR, OK, MI, ME, CT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255479
NMLS#: 1255479
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2330 W Joppa Road
Ste 255
Lutherville, MD 21093
US
Direct:
(410) 583-4840(410) 583-4840
Toll-Free:
(800) 662-2576(800) 662-2576
Fax:
(410) 494-1869(410) 494-1869
Meet My Team
Wealth Management
Global Investment Office
Portfolio Insights
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Mason M Champion today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
