Mason Stockham
Wealth Management Advisor & Portfolio Analyst
Mason Stockham joined the Meridian after earning his M.S. in Finance from the University of Kentucky, where he specialized in studying financial markets, investment analysis, and risk management. During his graduate studies, he served as the student manager for the UK MSF Endowment Fund, assisting in investment research and portfolio analysis. Mason also holds dual bachelor’s degrees in Finance and Marketing, along with a minor in Philosophy, from the University of Kentucky’s Gatton College of Business.
Matt leads the RBI Wealth Management Group at Meridian Wealth Management, LLC. Mason supports the firm’s investment strategies through research and analysis, working alongside advisors to assist in portfolio construction and trading. He is committed to ongoing professional development and continues to expand his knowledge in financial markets and investment strategies.
A Lexington native, Mason enjoys being involved in the community and spending time outdoors. In his free time, he can often be found on the golf course, experimenting with new barbecue recipes, or relaxing with his wife, Emma, and their Aussiedoodle, Miso.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 602.562.8053
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.
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