Ben Mason CFP®

Senior Vice President, Private Banking Services; Client Advisor, RJFS
Office Phone: 757-355-5246

Ben is a seasoned banking professional with deep ties to the Virginia Beach/Norfolk area. He has over 32 years’ experience with investments, asset allocation, estate and financial planning, business succession strategies, insurance solutions, and private banking services. He enjoys developing long-term relationships with his clients and seeing them attain their financial goals.
Ben graduated from the University of Richmond, and has earned the CERTIFIED FINANCIAL PLANNER™ Professional designation. He’s been actively involved in the community throughout his career as a board member of numerous organizations including The Ballentine, Westminster Canterbury, Norfolk Chamber of Commerce and the Rotary Club of Norfolk. In his free time you can find Ben at the river fishing and boating with his friends and family.
"My role allows me to provide my clients with comprehensive wealth management that helps them realize their financial dreams."

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

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Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.

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