Edward Jones – Financial Advisor: Stephen A Moss, CFP®

Edward Jones - Financial Advisor: Stephen A Moss, CFP® is a financial consultant in Greenville, SC. He provides personal financial advice focused on retirement savings and income strategies, estate and legacy planning, sustainable investing, divorce finances, and employee stock options. As a Certified Financial Planner® he serves individuals and families throughout the Greenville area seeking comprehensive financial guidance.

The practice operates Monday through Friday from 8:00 AM to 5:00 PM and includes a team of support staff, including associate financial advisor Jennifer Gilman and several senior branch office administrators. The office emphasizes a client‑centered approach, offering personalized plans that reflect the advisor’s interests in family time, golfing, volunteering, reading, and camping, which help shape a relatable and attentive service experience.

Located on Roper Creek Dr, the office sits about a tenth of a mile from Rocky Creek and the Roper Mountain Road Extension, and a short walk from the Bradford Place neighborhood. It is also within a few blocks of Carolina Orthopaedic and Neurosurgical Associates, Waterleaf at Keys Crossing, and ECPI University, placing it conveniently near key community landmarks.

Clients benefit from the firm’s thorough, well‑documented information that is readily available and a website that presents details in a clear, organized manner, making it easy to understand services and schedule appointments.

With detailed, accessible resources and a focus on personalized financial planning, Stephen A Moss provides Greenville residents reliable financial consulting tailored to their goals.

Services:

• Divorce Finances
• Employee Stock Options
• Estate & Legacy Planning
• Estate & Legacy Strategies
• Estate planning
• Investment management
• Personalized financial planning
• Retirement Income Strategies