Meet Mason
Mason is a Relationship Manager based in Morristown, New Jersey. He joined Mercer Advisors in 2026, bringing experience from his previous role as a Personal Banker at Provident Bank. In that role, he discovered his enthusiasm for client service and problem-solving, which inspired him to pursue a career in wealth management. He earned a B.S. degree in international business from Marist University and is a notary public. Mason finds motivation in helping clients navigate their financial lives and finds excitement in being helpful to others.
His working style
Mason is known for his ability to listen, be patient, and solve problems. He values lasting and meaningful relationships, taking the time to understand each client’s distinct situation. Clients who appreciate attentive, personalized support may find that Mason is the right fit for their needs.
Mason in real life
What’s one thing you are surprisingly good at?
I enjoy cooking and trying new recipes that challenge me.
Any words you try to live by?
If you fail to prepare, you are preparing to fail.
Why do you like working at Mercer Advisors?
Every one of my co-workers is kind and willing to help whenever they have a free moment. Mercer Advisors has a great culture and is committed to its excellent service.
Meet Mason’s Teammates
Steven Crevar
Wealth Advisor
What Mason Says
Steven helps clients with financial planning for the future. He is patient and loves to teach smart financial decision-making for the future.
Lorraine Eugenio
Wealth Advisor
What Mason Says
Lorraine makes sure that we help clients reach their goals and that they feel heard. She is a pleasure to collaborate with and can help you plan for what matters most.
John P. Middleton
Sr. Wealth Advisor
What Mason Says
John helps me explore new avenues to help clients. He is very detailed and can help make your experience with Mercer Advisors a pleasure.
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