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 J. Mason

First Vice President - Wealth Management
Visit my personal page
800-444-7949

email



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:
CA, CT, FL, MA, ME, NH, NM, NV, NY, OH, OR, PA, RI, TX, VA, VT, WA


William R. Todd

Vice President - Wealth Management
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508-362-1827

email



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, MA, MD, ME, MN, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, UT, VT, WA


Jonathan Todd

Financial Advisor
Accredited Wealth Management Advisor℠
Visit my personal page
508-362-1832

email   Connect with me on LinkedIn



Professional Experience

  • UBS Financial Services Inc.
    Hyannis, MA, October 2010 - Present

Education

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

 


Registered States:
AR, AZ, CA, CO, CT, FL, GA, MA, MD, ME, MN, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA


Michelle R. Crane

Senior Client Service Associate
Financial Paraplanner Qualified Professional (FPQP™)
508-362-1848

email



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