Mason Todd Wealth Management Group
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Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

David Mason

First Vice President–Wealth Management

Financial Advisor

Professional Experience

  • UBS Financial Services, Inc.
    Hyannis, MA, 2012 - Present
  • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
    Hyannis, MA, 1980 - 2012
  • EF Hutton & Co., Inc.
    Hyannis, MA, 1975 - 1980

Education

  •  B.A. Finance, University of Miami, 1972

Registered States:
  • CT
  • FL
  • IL
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • RI
  • SC
  • VA
  • VT
  • WA

David Mason

Education

  • University of Miami, B.A. Finance

David Mason

1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

David Mason

First Vice President–Wealth Management

Financial Advisor

Professional Experience

  • UBS Financial Services, Inc.
    Hyannis, MA, 2012 - Present
  • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
    Hyannis, MA, 1980 - 2012
  • EF Hutton & Co., Inc.
    Hyannis, MA, 1975 - 1980

Education

  •  B.A. Finance, University of Miami, 1972

Registered States:
  • CT
  • FL
  • IL
  • MA
  • ME
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • RI
  • SC
  • VA
  • VT
  • WA

Education

  • University of Miami, B.A. Finance
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

david.j.mason@ubs.com
David Mason
1471 Iyanough Road (Route 132),Hyannis,MA,02601

William Todd

Vice President–Wealth Management

Financial Advisor

Professional Experience

  • UBS Financial Services Inc.
    Hyannis, MA, February 1986 - Present
  • E F Hutton & Co., Inc. - Assistant Vice President
    Hyannis, MA, May 1979 - February 1986

Education

  • M.B.A. Finance, University of Connecticut, 1979
  • B.S. Business Administration, University of Rhode Island, 1972

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV

William Todd

Education

  • University of Connecticut, M.B.A. Finance
  • University of Rhode Island, B.S. Business Administration

William Todd

1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

William Todd

Vice President–Wealth Management

Financial Advisor

Professional Experience

  • UBS Financial Services Inc.
    Hyannis, MA, February 1986 - Present
  • E F Hutton & Co., Inc. - Assistant Vice President
    Hyannis, MA, May 1979 - February 1986

Education

  • M.B.A. Finance, University of Connecticut, 1979
  • B.S. Business Administration, University of Rhode Island, 1972

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV

Education

  • University of Connecticut, M.B.A. Finance
  • University of Rhode Island, B.S. Business Administration
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

william.todd@ubs.com
William Todd
1471 Iyanough Road (Route 132),Hyannis,MA,02601

Jonathan Todd

Senior Vice President–Wealth Management

Financial Advisor

Professional Experience

  • UBS Financial Services Inc.
    Hyannis, MA, October 2010 - Present
  • CA Insurance License #: 0K34118

Education

  • B.S. Business Administration, University of Vermont, 2006

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA

Jonathan Todd

Education

  • University of Vermont, B.S. Business Administration

Credentials

  • Accredited Wealth Management Advisor℠

Jonathan Todd

1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

Jonathan Todd

Senior Vice President–Wealth Management

Financial Advisor

Professional Experience

  • UBS Financial Services Inc.
    Hyannis, MA, October 2010 - Present
  • CA Insurance License #: 0K34118

Education

  • B.S. Business Administration, University of Vermont, 2006

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • University of Vermont, B.S. Business Administration

Credentials

  • Accredited Wealth Management Advisor℠
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

jonathan.todd@ubs.com
Jonathan Todd
1471 Iyanough Road (Route 132),Hyannis,MA,02601

Michelle Crane, FPQP

Senior Registered Client Associate

Professional Experience

  • UBS Financial Services
    Hyannis, MA , 2012 to present
  • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
    Hyannis, MA, 1987 - 2012

Education

  • A.A. Liberal Arts

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ

Michelle Crane, FPQP

Credentials

  • Financial Paraplanner Qualified Professional™

Michelle Crane, FPQP

1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

Michelle Crane, FPQP

Senior Registered Client Associate

Professional Experience

  • UBS Financial Services
    Hyannis, MA , 2012 to present
  • A.G. Edwards & Sons, Inc./Wachovia Securities/Wells Fargo Advisors
    Hyannis, MA, 1987 - 2012

Education

  • A.A. Liberal Arts

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • MA
  • ME
  • NH
  • NJ

Credentials

  • Financial Paraplanner Qualified Professional™
1471 Iyanough Road (Route 132)
Hyannis, MA 02601

Email Me

michelle.crane@ubs.com
Michelle Crane, FPQP
1471 Iyanough Road (Route 132),Hyannis,MA,02601

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