James Mason, CEBS, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

James Mason Photo
James Mason, CEBS, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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1110 NORTH CHARLES G. SEIVERS BLVD

CLINTON, TN 37716

9950 Kingston Pike,

Knoxville, TN 37922

11441 KINGSTON PIKE

KNOXVILLE, TN 37922

320 NORTH CEDAR BLUFF ROAD

KNOXVILLE, TN 37923

9950 KINGSTON PIKE

KNOXVILLE, TN 37922

9950 KINGSTON PIKE

KNOXVILLE, TN 37922

9950 KINGSTON PIKE

KNOXVILLE, TN 37922

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About

James Mason is a Private Financial Advisor with SunTrust Investment Services, Inc. and is part of the Mason-Taylor Group. He offers clients more than 20 years of financial services, retirement planning and investment management experience. Jim has earned the professional designations of Certified Employee Benefits Specialist (CEBS) from the Wharton School and Chartered Retirement Planning Consultant (CRPC®) from the College of Financial Planning. He received his Bachelor's and Master's degrees from the University of Tennessee.

Jim's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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