Mason Turner
Mason Turner
Licensed Client Services Advocate
Meet Mason Turner, a Licensed Client Services Advocate at Financial Voyages, with nearly two years of experience in the financial industry. Previously, Mason honed his skills at Vanguard in their investment department, where he developed a strong foundation in client relations.
In his current role, Mason is responsible for initiating deposits, withdrawals, and executing trades for client accounts. He expertly handles rollovers and the associated paperwork, ensuring that every client interaction is seamless and efficient.
Mason holds several relevant certifications, including the SIE, Series 7, and Series 63, which bolster his expertise in the financial field. Mason is driven by a dedication to continuous learning and a genuine desire to positively influence our clients’ experiences. He strives to provide exceptional service, ensuring that every financial transaction is as straightforward and stress-free as possible.
Outside of the office!
Outside of work, Mason enjoys playing lacrosse with friends in a men’s league and hitting the slopes for snowboarding during the winter months. These activities not only keep him active but also allow him to bond with friends and enjoy the great outdoors.
A fun fact about Mason is that he relishes the thrill of competition, whether on the lacrosse field or navigating the challenges of snowboarding. With a focus on growth and a passion for helping others, Mason brings energy and dedication to both his professional and personal pursuits.
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