Mason
I am a financial advisor with Edward Jones, helping individuals, families, and business owners make informed decisions about their finances. I work with clients to build personalized strategies for investing, retirement, and long-term financial security, with a goal to serve as a long-term resource and trusted partner in helping clients pursue financial stability and growth.
I was raised in Sarasota, FL and graduated from the University of Florida prior to moving to Tampa.
DeMichele
Contact
I'm always looking for new and exciting opportunities. Let's connect.
(941) 914 - 5115
(941) 914 - 5115
Mobile
Office
Professional Information
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Job Description
Target Customers
My target clients are individuals, families, and business owners who want to be intentional about planning for their long-term goals and achieving their definition of financial freedom. I work with people who are looking for guidance in building a strategy that provides confidence and security.
Certifications & Credentials
Securities Industry Essentials (SIE) Certified
Series 7
Series 66
2-15 Life, Health & Variable Annuity License