Emily Mason entered the industry by obtaining her master’s degree in Financial Planning and Counseling from the University of Alabama. Emily is a CERTIFIED FINANCIAL PLANNER™ practitioner and additionally holds the Certified Private Wealth Advisor® designation. Emily holds an undergraduate degree in Human Development, Family Studies, and Psychology which gives her a unique perspective as she works to create comprehensive financial plans centered on both personal and financial goals. Her passion is getting to know clients on an individual level, helping them define success, then achieving it together.
Emily began her career in financial services in 2014 and spent much of that time at a large brokerage firm in a variety of positions providing dedicated client service and high impact, comprehensive financial planning for clients in multiple states. During this time, she also held a position as an Adjunct Instructor at The University of Alabama where she taught courses within the Financial Planning and Counseling concentration.
Emily and her husband, John, have been married for 12 years and together they have two kids, ages 7 and 4. In her time away from the office, she is very active and can be found at the gym, supporting her kids’ school system and extracurricular activities, and traveling with her family.