Mason Goynes, CFP® in

Mason Goynes, CFP®

Login to view DISC.
Wealth Advisor at Gregory Ricks & Associates
📍 New Orleans, Louisiana, United States

Mason Goynes is a Wealth Advisor at Gregory Ricks & Associates, holding both a Bachelors degree and an MBA in Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER™ professional with FINRA Series 7 and 66 licenses, specializing in comprehensive financial planning and investment management.

He is a New Orleans-based professional whose interests include major financial firms like J. P. Morgan and Deloitte. A key theme in his professional communication is the importance of preparedness for lifes financial eventualities.

Unique fact: Mason completed the rigorous CFP Board-Registered Program while he was still an undergraduate at LSU.

Read the full overview →
Experience
8 Years
Current Role
Wealth Advisor
Location
New Orleans, Louisiana, United States
Personality Overview

How Mason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Mason cares about

Comprehensive Financial Planning
He specializes in creating holistic financial plans for a wide range of clients including businesses, families, professionals, and retirees.
Investment Management
He holds FINRA Series 7 and 66 licenses and leverages his Master's in Business Administration to manage client investments.
+4 more topics Login to view topics
Career

Work history

6-2022
Wealth Advisor
Gregory Ricks & Associates
4-2021 - 6-2022
Financial Planner
Lincoln Financial Group
9-2016 - 9-2020
Financial Services Associate for The Shobe Financial Group
The Shobe Financial Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2014 - 2018
Bachelor’s Degree
Louisiana State University
2020 - 2021
Master of Business Administration - MBA
Louisiana State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Elizabeth Blass 🌻
Elizabeth Blass 🌻
Chief Customer Officer
Karbon
 James Mystakidis
James Mystakidis
Group Executive, Macquarie Cloud Services
Macquarie Cloud Services
 Mike Warren
Mike Warren
Co-Founder
Zento Leadership Academy
 Kyle Matuszek
Kyle Matuszek
Career transition
Career Break
Unlock the full playbookSee exactly how to sell to Mason. Free, 10 seconds.