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.
Services Include
- Wealth Planning
- Business Planning
- Stock Plan Services
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