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Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Portfolio Manager / Financial Advisor
1650 Tysons Blvd
10th Floor
McLean, VA 22102
10th Floor
McLean, VA 22102
tel: 703-556-8174
toll free: 800-336-0156
fax: 703-356-6492
toll free: 800-336-0156
fax: 703-356-6492
Welcome
Associations
- Financial Planning Association - Member
Denver, CO - Attrus C. Fleming Music Scholarship Fund
Board Member
Washington, D.C. - Fairfax County Chamber of Commerce
Women's Business Council
Power of Golf
Chairperson - Fairfax County Chamber of Commerce
Board Member 2007-2009 - Smith Barney Branch Council
- Tee Off For Tots - Treasurer
- Team Leader
Team Esteem
City of Hope Walk for Hope Against Breast Cancer
Honors and Recognitions
- John Hancock Recognition Award for Outstanding Achievement in Financial Services
- Recognized as one of "America's Top Financial Planners" by the Consumers Research Council of America - 2008, 2009
Education and Licensing
- CERTIFIED FINANCIAL PLANNER™, 1987
College for Financial Planning
Denver, CO - BFA - Musical Theatre, 1980
International University of Europe
Bushey - Watford, GB - Portfolio Manager Designation
- Series 7 - General Securities Representative
- Series 9 - General Securities Sales Supervisor-Options Module
- Series 10 - General Securities Sales Supervisor-General Module
- Series 31 - Managed Futures & Commodities
- Series 24 - General Securities Principal
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health, Variable Annuities and Long Term Care Insurance Licensed
Services
- Professional Portfolio Management
- Financial Planning
- 401k Rollovers
- Insurance Services
- Long Term Care Insurance
- Asset Management
- Alternative Investments
- Estate Planning
- Lending Services
- Municipal Bonds
- LGBT Planning Services
- Wealth Management
- Women and Company®
- Education Planning
- 529 Plans
- Annuities
- Exchange Traded Funds
- Investment Policy Statements
- Corporate Retirement Plans
- Endowments and Foundations
Business Experience
- 2005 - Present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Portfolio Manager / Financial Advisor
McLean, VA - 1996 - 2005: Ferris, Baker Watts Inc.
Branch Manager
McLean, VA - 1993 - 1996: Citicorp Investment Services
Citibank Officer
Washington, D.C. - Licensed in the Financial Services Industry
Since 1982
Bulletin Board
- The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
- See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
- Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
Kim L. Mason is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, VI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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