“What I enjoy the most about our work is making clients feel comfortable with the risks they encounter, calming their fears in turbulent markets and making adjustments when needed. I tremendously value focusing on providing comfort to my clients by being there for them and that they can contact me when they have concerns or needs.”

Richard E. Mason, Jr. has spent four decades in financial advising, dedicating himself to doing the right thing for every client and business owner and personalizing investment strategies to meet each client’s specific needs. In 2002, Richard began working with JoAnna Clark Mason, CFP®, Senior Vice President-Investment Officer, to found Mason & Clark Wealth Management Group of Wells Fargo Advisors. With their shared values and complementary strengths, he has built a team with JoAnna that is rooted in being fully committed and caring towards their clients.
Richard began his financial services career in 1977 with Bache, Halsey, Stuart, and Shields Incorporated which became Prudential Securities in 1980, a predecessor firm of Wells Fargo Advisors.  He is a graduate of Oklahoma Christian University where he earned his Bachelor of Arts degree, and later received his Master of Arts from East Carolina University.
Richard maintains the General Securities Representative Series 7, Uniform Securities Agent State Series 63 and Uniform Investment Adviser Law Examination series 65.
Richard would say the most important part of his life is his family – his daughter Ashely, a Physician’s Assistant with an orthopedic practice in Raleigh, and of course, his wife – JoAnna. He loves to travel and is an avid hockey fan.

“I feel like I have the greatest career ever because I work with the two most important things in people’s lives: family and money. I have the great privilege of working with clients, their children, and grandchildren.”

Having been in the financial industry for her entire life, JoAnna Clark Mason has spent her career building lasting relationships with clients, investing in each of their stories along the way. She co-founded Mason & Clark Wealth Management Group of Wells Fargo Advisors with Senior Vice President – Investment Officer, Richard E. Mason, Jr. in 2002. Since that time, she has spent nearly two decades working with individuals, families, and business owners to develop and help implement investment plans that align their personal values with their financial goals. 
A Senior Vice President – Investment Officer with Wells Fargo Advisors, JoAnna also earned her CFP® (CERTIFIED FINANCIAL PLANNER ™) certification from Duke University in 2009, with an emphasis on professional development. She maintains the Uniform Combined State Law Examination series 66, as well as the General Securities Representative Series 7 registrations and holds insurance licenses in North Carolina for Life and Health. A native of San Antonio, Texas, JoAnna joined Wells Fargo Advisors in 2001. 
Here in Raleigh, JoAnna is passionate about being involved in our community.  As a volunteer, she supports organizations that are dear to her heart – many of which have to do with helping women and children, including SAFEchild, Interact, and Dress for Success.
Away from the office, JoAnna enjoys spending time with her husband and partner in all things – Richard, and her three children: Britney, Amanda and Josh. She also loves traveling and meeting people all over the world. The more she travels, the more she learns that we are all very much the same in many wonderful ways

I was born and raised in Illinois. I graduated from Illinois Wesleyan University, Bloomington, Illinois, in January of 1983.

My professional education prior to obtaining my securities registrations include graduation from the Kentucky General School of Banking at the University of Louisville and The Stonier Graduate School of Banking at the University of Delaware. I have also worked in all areas of Commercial Banking, Private Banking and Personal Trust administration. In 1994 I obtained my series 7, 63 and 65 securities registrations.
We believe the core foundation for a successful long-term working relationship is mutual trust in each other. There must be a good fit for us to move forward.Our practice is designed to work with a select group of clients to help build, manage, protect and ultimately transfer their wealth to their heirs and charitable interests in the most tax-efficient method.
At the core of our team's practice is an emphasis on taking the time to simply listen and learn about their needs and plans for their future as well as their fears and concerns that may keep them up at night. We will take time to clarify and confirm with them what we have heard them tell us.
We then roll up our sleeves and get to work. We work with other professionals within Wells Fargo Advisors to help craft a customized plan that offers implementable strategies that are in the client's best interest. We will then present our plan for discussion and then, only after we receive their permission to implement the agreed upon strategy, will we move forward. Once the plan of action is implemented, our work and client relationship is just beginning.

“My first intention is to understand who my client is as a person, or group of people and be thoughtful about their lifestyle, or specific priorities – it could be one, or many. It’s important to me to empower my clients with goals that impart an honest, smart, and tactful financial plan. Especially with young people, we need financial planning that is practical now, and contributes to an adjustable, bright future.”

Joshua is a Financial Consultant with a keen focus in Next Generation investment planning. Dedicated to the legacy that has been built for over 40 years at Mason-Clark-Rust Wealth Management Group, he is committed to the firm’s lasting client relationships and their unique financial journeys. Joshua consistently aims to understand a client’s current state, their future goals, and develop a plan that is custom, feels exciting, and moldable to their individual needs.

After receiving a bachelor’s degree from North Carolina State University in Business Administration with a concentration in Finance, Joshua successfully completed his Series 7, Series 63, and Series 65 FINRA certifications, all which support Joshua’s expertise in the field. Additionally, he has worked in various financial and investment capacities prior to his career at Mason-Clark-Rust Wealth Management Group, such as the Next Generation Talent education programs that apply specifically to his talents assisting individuals and families as they grow and aspire to build healthy financial foundations.

Joshua resides in Raleigh, North Carolina with his wife Kendall, dog, Lilah, and cat, Beans.