James R. Mason
Login to view DISC.James R. Mason is an Associate at Lenox Advisors, where he functions as a "personal CFO" for high-net-worth clients, specializing in comprehensive financial planning. He was recently recognized on Forbes 2025 list of Top Financial Security Professionals. He holds a Bachelors degree from the University of Central Florida and a 2-15 Health & Life license.
While his professional interests include thought leadership from Harvard Business Review and platforms like Charles Schwab, information on his personal hobbies is not publicly available. Based on his alma mater, he may follow college sports.
He was ranked #77 on Forbes 2025 "Top Financial Security Professionals – Best in State" list.
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