SunTrust Investment Services, Inc.
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James Mason , CEBS, CRPC® Private Financial Advisor

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9950 Kingston Pike,

Knoxville, TN 37922

9950 KINGSTON PIKE

KNOXVILLE, TN 37922

611 DOLLY PARTON PARKWAY

SEVIERVILLE, TN 37862

7610 GLEASON DRIVE

KNOXVILLE, TN 37919

11441 KINGSTON PIKE

KNOXVILLE, TN 37922

320 NORTH CEDAR BLUFF ROAD

KNOXVILLE, TN 37923

625 GAY STREET

KNOXVILLE, TN 37902

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About

James (Jim) Mason is a Senior Vice President and Private Financial Advisor and the original member of the Mason Taylor Group of SunTrust Investment Services. His primary focus is understanding client's needs and matching those needs with custom solutions. He has extensive experience with retirement and income planning and helps clients make smooth informed transitions into their retirement years.

Jim graduated in 1987 from the University of Tennessee as a Finance major with a Bachelor's Degree in Business Administration. He completed his Master's Degree at UTK in 1989. After finishing his undergraduate degree, he remained at UTK and began his career as the Assistant Director of Retirement Services for the University-Wide Administration. In 1990 he became an Institutional Counselor for TIAA-CREF in Atlanta. Jim has been at SunTrust since 1996, beginning in the Trust Department before moving to SunTrust Investment Services, Inc. (STIS) in 1999. He has been recognized as a SunTrust Platinum and Gold Performance Excellence Award* recipient multiple times and has twice served on the STIS Advisory Board. He is tremendously proud of the quality of his team and the added value they continue to deliver to their clients.

Jim has earned the professional designations of Chartered Retirement Planning CounselorSM(CRPC®) from the College of Financial Planning, the Preferred Portfolio Management (PPM) from Portfolio Concepts and the Certified Employee Benefits Specialist® (CEBS®) from the International Foundation of Employee Benefit Plans sponsored through the Wharton School.

Jim and his wife Ginger are originally from and continue to live in Knoxville, TN. They have three sons and three dogs. They enjoy yard work, travel and their cabin in Sevier County on Douglas Lake.

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.

* The SunTrust Platinum & Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise and revenue.

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