Industry Award WinnerMy Mission Statement
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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Investor Resources
Federal Income Tax Tables for the 2026 tax year, including contribution limits, deadlines, and more.
Federal Income Tax Tables for the 2025 tax year, including contribution limits, deadlines, and more.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income. Click the link below to read the full report.
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking insights regarding the forces shaping the curent investment landscape. Check out this month's edition below.
Stay informed about the latest market trends, outlooks, and breakdowns. Follow the link below to listen to perspectives on the forces shaping markets.
Morgan Stanley's latest updates on markets, economies, global trends and more.
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being. Explore Morgan Stanley's AT WORK landing page for additional features.
Digital Tools
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Your goals, assets, liabilities and other important information are gathered and analyzed. We then use our perspective and experience with other unique clients like you to make recommendations on spending, giving and living.
Morgan Stanley has built a leading cyber defense organization in-house, drawn from former senior professionals at government security agencies and the technology industry. We work nonstop around the globe to defend your digital assets and monitor the threat landscape on your behalf.
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as wills, deeds, and estate plans, as well as financial statements and tax filings.
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Client Service Team
As a Senior Vice President, his core competencies are planning security analysis, portfolio construction, retirement plans, cash management, lending solutions, concentrated stock positions and structured investments.
Mason is an accomplished amateur golfer, a former board member of the Louisiana Golf Association and a member to the Leadership St. Tammany Class of 2012. He met his wife, Kelly while at the University of Alabama and they have been married since 1987. Their twin sons, Hunter and Myers, are married and he has two grandchildren.
Location
Awards and Recognition
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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.
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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.
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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.
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