Mason Couvillon

Mason Couvillon
CFP®

President

Mason Couvillon entered the financial services industry in 1996 and works in the development and implementation of investment strategies for clients, as well as his role as president of Dardis Couvillon & Associates. Prior to starting Dardis Couvillon & Associates in 2008, Mason worked as a financial professional for Morgan Stanley, Hibernia National Bank and the companies of Becker & Suffern.

Mason believes in using a holistic, goals-based approach to wealth management and financial planning. By gaining a full perspective of his client’s personal, financial and charitable objectives, he is able to be comprehensive in the planning process and establish the foundation for a long-term relationship.

He earned the Certified Financial Planner™(CFP®) designation, which is only given to individuals who have met the CFP Board’s education, examination and experience requirements, and agree to adhere to high standards of ethical conduct. Mason also holds series 7, 24, 53, 63 and 65 securities registrations with LPL Financial. His professional affiliations include:

  • Society of Financial Service Professionals (FSP)— Past Chapter President, and member of the Executive Committee and Board.
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Financial Planning Association (FPA)
  • New Orleans Estate Planning Council (NOEPC)

Mason graduated from Georgetown University and the John F. Kennedy School of Government at Harvard University, where he completed coursework on investment decisions and behavioral finance.

One of his favorite quotes is from Emerson, “To laugh often and much, to win the respect of intelligent people and the affection of children, to earn the appreciation of honest critics and endure the betrayal of false friends, to appreciate beauty, to find the best in others, to leave the world a bit better, whether by a healthy child, a garden patch…to know even one life has breathed easier because you lived. This is to have succeeded!”

Mason is a member of Legatus, an organization for Catholic CEOs, and works with/for the Archdiocese of New Orleans Investment Committee, is on the Board of Catholic Charities Archdiocese of New Orleans and Junior Achievement of Greater New Orleans, Chairman of the Jesuit High School President's Advisory Council and Endowment Investment Committee, and the St. Francis Finance Committee. Mason is married to Jennifer Surgala Couvillon, from Cleveland, Ohio and is the father of four wonderful children—Aidan, Bryce, Blake and Grace. Outside of the office, Mason enjoys spending time with his family, playing poker, tennis, walking and praying.

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