Percy Mason,
SE-AWMA™

Percy Mason is a Private Advisor and Vice President at Rockefeller Global Family Office. Prior to Rockefeller, Percy was a Financial Advisor at Merrill Lynch.

Percy brings more than 18 years of financial services experience to the team. He enjoys working with a diverse clientele that includes business owners, entrepreneurs, and high-net-worth families. Percy is passionate about helping clients create personalized wealth management strategies to pursue their specific life and legacy goals.

Percy’s wealth management approach combines old-fashioned hard work with innovative, research-based ideas. He is committed to building authentic, long-term relationships that emphasize active listening to help clients clarify what they want to accomplish with their wealth. Percy also believes in educating clients about complex financial topics to help ensure that wealth management strategies are implemented with mutual understanding. He holds the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ professional designation.

A Pittsburgh native, Percy graduated from the University of Pittsburgh with a Bachelor’s degree in communications and media studies. He lives with his wife, their three young sons and dog Rocket in Langhorne, Pennsylvania, where he coaches youth sports.