Mason Marini
My Mission Statement
My Story and Services
In 2025, Mason joined Morgan Stanley, where he collaborates with his father, Michael Marini. Together, they focus on crafting personalized strategies that align with each client's unique financial needs and long-term objectives. Mason's approach is centered on building enduring relationships, developing tailored financial plans, and ensuring that clients are well-informed and confident in their financial decisions.
As your Financial Advisor, Mason is committed to helping you define and strive to meet your goals by delivering a vast array of resources tailored to your investment style and objectives. By working together, Mason aims to help you 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.
NMLS#: 2749993
My Team at Morgan Stanley
In the dynamic and ever-evolving landscape of financial services, the strength and success of my practice is deeply rooted in the expertise and dedication of my team. Each member brings a unique set of skills and perspectives that are crucial to delivering exceptional service and innovative solutions to our clients. Their commitment to excellence and collaborative spirit not only drive my practice forward but also ensure that we consistently meet and exceed the expectations of those we serve. As we navigate the complexities of the financial world, it is their unwavering dedication and strategic insight that empower us to achieve our goals and maintain our competitive edge.
Phone: (559) 438-2522
Email: Michael.A.Marini@morganstanley.com
Since beginning his career as a financial advisor in 2006, Mike has accumulated over 17 years of experience, all of which at Morgan Stanley Smith Barney. In addition to his professional achievements, Mike takes great pride in his role as a father and mentor to his son, Mason, who is now a financial advisor.
Guiding Mason through both personal and professional development, Mike has instilled in him the values of integrity, dedication, and a strong work ethic, which are essential to success in any field. Mike values educating his clients on their finances, communicating consistently, and creating a strategy that can help meet their financial goals.
A native of Lodi, California, Mike attended Fresno State, where he completed a B.S. in Business and was a two-time team captain of the tennis team. Mike and his wife, Stacy, are involved in their church and actively serve their community. Mike also enjoyed years of coaching his twin son and daughter in both basketball and tennis during their junior high and high school years. Both twins have since graduated from Fresno State with Business degrees. As a family, they enjoy spending time with friends and at the coast.
Phone: (559) 438-2535
Email: Kami.W.McDonald@morganstanley.com
Kami has over 30 years of industry experience, registered for over 20 years. She has work with Brodie for over 20 years. As an experienced Senior Registered Associate, Kami goes above and beyond in assuring top-notch service to every client and delivering the full-service experience that Morgan Stanley offers.
In her free time she enjoys spending time with family, gardening, participating in local marathons, hiking the beautiful local trails, participating in community events, volunteering at her church and local outreach programs.
Location
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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