“It’s essential to connect with people, because planning for retirement is personal, and so our approach and solutions are personal as well.”
Scott Mason joined Clearview Advisory in 2019 as an account manager. He builds strong relationships with clients and coordinates with vendors to support all aspects of retirement plan operations.
Before joining Clearview Advisory, Scott has more than a decade of experience in the retirement services industry, with roles at Merrill Lynch, The Hartford, ADP, and most recently as the 401(K) Plan Administrator for Icahn Automotive Group.
Scott graduated from Georgia Southern University with a bachelor’s degree in Marketing and Sales Management. He has previously held FINRA Series 7 and 63, a Variable Products license and the Life Insurance license.
When not at the office my focus is family, teaching my two daughters to live their lives to the fullest. Always on the go, we travel as much as possible and experience the local lifestyle and cuisine wherever we travel. We support local organizations that create positive impacts on others, such as The Georgia Epilepsy Foundation, The Shepherd Center and the Kula Project.