Mario has been working in the financial industry since 1986; working with business owners, company executives and individuals who seek advice in Wealth Management and Business Succession strategies. Mario has helped business owners establish company retirement plans and healthcare plans for the benefit of family members and employees alike. Additionally, he has extensive knowledge in company executive benefit plans such as deferred compensation and various pension plans. Mario is also affiliated with CV Mason Insurance Agency which gives him the opportunity to service all of his client’s insurance and financial needs.
Mario is a current member of both the Bristol Rotary Club and Bristol UNICO, where he is currently a National Officer with UNICO as a National Trustee. He has been a Bristol resident since 1984 and currently resides there with his wife of 38 years, Andrea. When Mario isn't working, he enjoys golfing, traveling and spending time with his friends, family and especially his grandchildren.
Mario holds securities licenses 6, 22, 63 and 65 through LPL Financial.