Mason Gee-Montgomery
Client Focused | Helping Families Grow, Preserve, and Transition Wealth | Wealth Management
- Role
- Financial Advisor at Wealth Enhancement
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Mason Gee-Montgomery
A seasoned professional, Mason will guide you through the wealth management process…
Experience
Financial Advisor
May 2025 — Present · Akron, OH, US
Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.
Education
Weatherhead School of Management at Case Western Reserve University
Accounting and Finance
2017 — 2021
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