Will Goodson Email & Phone Number
Senior Financial Advisor @ Financial Synergies Wealth Advisors
5 free lookup(s).
Will Goodson Location
- Tyler, TX, US
Will Goodson Work
- 2015 - now Senior Financial Advisor @
- 2012 - 2014 Advisory Team Associate @
- 2010 - 2012 Energy Consultant @
- 2006 - 2010 Sales Representative and Business Development @ PerioPal, LLP
- 2007 - 2010 Realtor @ Residential Real Estate
Will Goodson Education
- Rice University
CFP® Graduate Certificate Program (Financial Planning and Services)
2012 - 2013 - The University of Texas at Austin
Bachelor of Arts (History)
2002 - 2006
Will Goodson Skills
- Estate Planning
- IRAs
- 401k Rollovers
- Investments
- Risk Management
- Cash Flow Management
- Retirement Planning
- Personal Financial Planning
- Debt Management
Will Goodson Summary
- Will Goodson, based in Tyler, TX, US, is currently a Senior Financial Advisor at Financial Synergies Wealth Advisors. Will Goodson brings experience from previous roles at The Legacy One Group, Choice! Energy Services, PerioPal, LLP and Residential Real Estate. Will Goodson holds a 2012 - 2013 CFP® Graduate Certificate Program in Financial Planning and Services @ Rice University. With a robust skill set that includes Estate Planning, IRAs, 401k Rollovers, Investments, Risk Management and more. Will Goodson has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Financial Synergies Wealth Advisors Employees
Mike Minter
Chief Investment Officer | Managing Partner
Houston, TX, US
Will Goodson
Senior Financial Advisor
Tyler, TX, US
Mike Booker
Senior Account Executive
Houston, TX, US
Kevin Nelson
Financial Advisor at
Houston, TX, US
Grant Ball
Portfolio Manager
Houston, TX, US
Jamie Rothganger
Client Service Associate
Houston, TX, US
Timothy Garcia-Prats
Associate Portfolio Manager
Houston, TX, US
Set Carpintero
Sr. Financial Advisor
Houston, TX, US
Hailey Lamoree
Client Service Associate
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Rachel Buckhoff
Financial Advisor
Houston, TX, US
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