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Mason Coyle is a dedicated Legacy Advisor who works closely with families to help them plan and preserve their legacies throughout their journey with our team. He brings a thoughtful, people-first approach to every client conversation, inspired by his own personal experience seeing his grandmothers supported by trusted advisors during their retirement years as widows.
Mason earned a bachelor’s degree in Finance at the University of South Carolina. He currently holds the Series 66, Series 7, and SIE security licenses, as well as life and health insurance licenses. He resides in Northern Virginia and enjoys weightlifting, waterfowl hunting, and golf outside of the office.
Ready to take the first step in your financial journey? Schedule a complimentary meeting with one of our financial advisors and learn more about how we can help you achieve your financial goals.
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