Anthony Mason

I was born and raised in the Triad, where I developed a strong foundation of hard work, respect, and community connection. My career in finance began in 2001 at Scottrade, where I progressed from the front desk to managing the Greensboro office for many years. Throughout industry changes, mergers, and evolving market cycles, I have remained committed to serving the Winston Salem and Greensboro communities.

Today at Allegacy, I draw on more than two decades of experience to provide thoughtful, personalized guidance. Over the course of my career, I have learned that advising is not simply about numbers or performance. It is about building lasting relationships and helping families create legacies that extend well beyond financial statements.

My interest in this profession began with a fascination for the stock market and the mechanics behind investing. Over time, however, I realized that true success in this field is not about selecting the right ticker symbol. It is about the people behind the portfolios.

I chose financial planning because I am passionate about helping individuals and families build secure and meaningful lives. By aligning strategies with each person’s goals, time horizon, and comfort with risk, I help transform complex financial concepts into a practical roadmap for achieving their most important aspirations.

I chose Allegacy because of its unwavering commitment to doing the right thing. As a long standing, member owned credit union, Allegacy prioritizes the wellbeing of its members and community above corporate profits.

I am inspired by our shared values of being helpful, humble, honest, and hopeful. Here, doing the right thing is not simply a phrase. It guides every decision. That member's first focus allows me to concentrate on delivering meaningful guidance, fostering long term growth, and helping each individual pursue financial wellbeing with confidence.

336-774-1443