Reston, VA, September 11, 2024 — Mason Investment Advisory Services, Inc. is pleased to celebrate a remarkable milestone for David Odiorne, III, CFP®. David, a Senior Financial Planner with our firm, has achieved an impressive 25 years of dedicated service.
David began his career with Mason in September 1999, bringing with him a wealth of knowledge and experience. He is a designated Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. He received a B.S. in Business and Management (Finance) from the University of Maryland University College and an MBA from The College of William and Mary.
David advises senior corporate executives, entrepreneurs, attorneys, and other credentialed professionals on personal financial planning, executive benefits, investment management, retirement planning, and charitable giving strategies. He manages more than $600 million of personal, family, and charitable investments for his clients.
We extend our heartfelt congratulations to David on this significant achievement and thank him for his unwavering commitment and exceptional service over the past 25 years. His dedication has greatly contributed to the success and growth of Mason Here’s to many more years of success and service together!
