I work to help individuals and families overcome complexity, create meaningful legacies and connect purpose to goals by converting technical knowledge into practical, actionable, trustworthy strategies.
I have been with Edward Jones since 2009 and am a proud graduate of Clemson University with a BA in financial management. My team includes Senior Branch Office Administrator Jacqueline Barber and Branch Office Administrator Vicki Stephens. Together, we strive to honor your story by deeply serving retirees, pre-retirees, business owners, blended families and families with special needs.
I live in Greenville, SC with my wife, Amber, our three children, Scarlett, Lochlan and Myles, and our dog, Logan. We love our community and are so appreciative we get to call this place home. My involvement serving at First Presbyterian Church and mentoring young men through Big Brothers Big Sisters has strengthened in me the importance of staying dedicated, empathetic and being a good steward of what has been entrusted to us. As a family, you can find us biking the swamp rabbit trail, cheering for our kids at sporting events, sipping coffee watching the sunrise, attending Clemson football games, walking 9 holes of golf, somewhere downtown for Thursday date nights, early morning chats with a group of inspired men or the kids favorite, at home for our family Friday movie night. Maybe one of these days I can pick the film…
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Socially Conscious Investing
- Divorce Finances
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
Office Address7 Henderson Road
Greenville, SC 29607 opens in a new window
Phone NumberStephen A Moss at (864) 233-1103
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