Mason Gee-Montgomery

CWS®

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Mason Gee-Montgomery

Financial Advisor

About Mason

Mason Gee-Montgomery is a Financial Advisor for Marcum Wealth. Mason’s focus is helping clients through financial planning, investment management, and client service.

Subject Matter Expertise

Financial Planning
Investment Management

Education and Certifications

Bachelor of Science in Accounting, Case Western Reserve University

Certified Wealth Strategist® (CWS®)