Buddy Mason
LYNCHBURG
Summary
Accomplished Financial Advisor with a proven track record at LPL Financial, Adept in investment planning and relationship management. Successfully grew Salem Financial, LC, demonstrating exceptional business development and analytical thinking. Skilled in creating strategic investment solutions, I excel in wealth management and fostering client loyalty, significantly enhancing portfolio performance.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Financial Advisor
LPL Financial
11.2017 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Created financial models to analyze and evaluate investment strategies.
- Delivered strategic investment advice for individual and corporate clients.
Director of Athletic Advancement
Southeastern University
07.2011 - 04.2015
* Met with individual and corporate donors to raise money for new football stadium.
* Created "Fire Club,", a booster club for the universities' sports teams.
* Responsible for the development and management of fundraising events.
Owner
Salem Investment LLC
01.1996 - 01.2010
* Owned a real estate investment company involved in the buying, leasing, renovation and selling of residential and commercial real estate.
Owner
Salem Financial, LC
11.1994 - 01.2009
* Opened a mortgage brokerage company that grew to nine branch offices and approximately 50 employees.
* Oversaw all daily operations of business.
* Responsible for hiring and training of all staff.
Education
MBA - Management
Southeastern University
Lakeland, FLBachelor of Science - Management/Finance
Liberty University
Lynchburg, VA05-1990
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Wealth management
- Portfolio construction
- Financial services
- Investment planning
- Mutual funds
- Insurance decisions
- Alternative investments
- Real estate investment
- Estate planning
- Stock market expertise
- Business development
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 65 License - North American Securities Administrators Association through FINRA.
- Insurance Licenses, Life, Health, and Annuities – [State] Department of Insurance.
Timeline
Financial Advisor
LPL Financial
11.2017 - Current
Director of Athletic Advancement
Southeastern University
07.2011 - 04.2015
Owner
Salem Investment LLC
01.1996 - 01.2010
Owner
Salem Financial, LC
11.1994 - 01.2009
MBA - Management
Southeastern University
Bachelor of Science - Management/Finance
Liberty University
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