Monica Mason

Monica Mason
Premier Banker

11100 S Lakes Dr

Reston, VA 20191-4327

About me

Background

Monica Mason is a Premier Banker with 11 years of financial services experience. Nearly a decade ago, the Truist predecessor firm approached her during her 20th year of self-employment and invited her to become a licensed banker. Since then, she’s leveraged her personal and professional experience to assist other individuals and companies grow and thrive. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Monica’s daily goal is to put her clients first—working alongside them to create realistic plans that build their trust and confidence—and offering high-touch attention, in-depth conversations, technology, and solutions and steps toward success.

Monica holds her Series 7 and 66 securities registrations and life, health, and variable annuities insurance licenses in Washington DC, Maryland, and Virginia. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

College of William & Mary
Bachelor's in International Relations and Affairs
American University School of International Service

Personal interests

Monica lives in Reston with her family and enjoys writing, running, reading, and planning her next dinner party.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

To
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