Laurence Mass

Laurence H. Mass, AAMS^®

Partner

Larry has been advising clients on financial matters for more than two decades. He provides advice and guidance to a select client group who seek to build, manage, preserve and transition their wealth.

A graduate of Syracuse University with a degree in economics and policy studies from the Maxwell School of Citizenship. Larry earned the designation of Accredited Asset Management Specialist (AAMS) from the College for Financial Planning after intensive study and examination on subjects including asset allocation, retirement planning and strategies: portfolio construction; risk management strategies.

A Captain in the United States Marine Corps serving in the First Gulf War and Operation Just Cause, the Corps’ motto, Semper Fi, always faithful,” continues to be his motto. “My loyalty and commitment to my clients is paramount,” he says. The anchor of his practice is his interest in and desire to listen to his clients: learn about their current situation, past experiences and to understand their goals and objectives for the future. With that information, He studies, tests, analyzes and models strategies to help them achieve their cost-effective objectives. By communicating in plain English, without excessive technical jargon, clients easily understand the implementation of their wealth management strategies.

Larry continues to stay on-watch – reviewing and evaluating the progress of his clients’ plans, suggesting adjustments when there are changes in market conditions, tax laws or regulations, or whenever a major change occurs in the lives of his clients, their families and their businesses.

Larry and his wife Jennifer reside in Wilmington, North Carolina, with their daughters Lauren, Sarah and Anna. When not spending time with his family or serving his clients, he can be found on the water, plotting non-financial courses. He holds a 50-ton United States Coast Guard Master’s License and is a world-class Sunfish sailboat racer. He is the Past President of the International Sunfish Class Association.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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Laurence Mass

Laurence H. Mass, AAMS®

Laurence H. Mass, AAMS^®