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Arturo M

Series 63, Series 65

Peachtree Corners, GA

Mason Westbridge Asset Management LLC

Arturo Molina Casas is a financial advisor with Mason Westbridge Asset Management LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Mason Westbridge in 2021, he worked at ADB Advertising Corp, PFS Investments Inc, and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies, using globally diversified allocation models based on client risk profiles and Modern Portfolio Theory. The firm manages most accounts on a discretionary basis and incorporates both traditional advisory arrangements and a wrap-fee program.

Wealth management
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Curtis P

Series 63, Series 65

Peachtree Corners, GA

Mason Westbridge Asset Management LLC

Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.

Wealth management
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