I work to help individuals and families overcome complexity, create meaningful legacies and connect purpose to goals by converting technical knowledge into practical actionable 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 four children, Scarlett, Lochlan, Myles and Maeve, 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…
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Socially Conscious Investing
- Divorce Finances
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Socially Conscious Investing
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Golfing
- Volunteering
- Reading
- Camping
Personal Interests
- Spending Time with Family
- Golfing
- Volunteering
- Reading
- Camping
Office Information
Office Address
7 Henderson RoadGreenville, SC 29607 opens in a new window
Phone Number
Stephen A Moss at (864) 233-1103Branch Team
- Jacqueline Barber
- Sr. Branch Office Administrator
- Vicki Stephens
- Sr. Branch Office Administrator
Branch Team
Connect on Social
Branch Team
- Jacqueline Barber
- Sr. Branch Office Administrator
- Vicki Stephens
- Sr. Branch Office Administrator
Branch Team
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