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.
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
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