Advisor profile


My approach

Gary T Moss Jr - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Gary T Moss Jr - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • B.S., Business Administration, 1998, Lees McRae College, Banner Elk, NC

Interests

My best and most enjoyable times are spent with my family. Whether we are hiking on a sunny afternoon on Grandfather Mountain, watching an Appalachian State football game, or walking on the beach in Cherry Grove, there is no place I would rather be than with my wife, Fuschia, and our three children, Skylar, Thomas, and Mitchell. Having played competitive soccer from a young age through college, I understand the importance of a team, and my family is my team. Family is the most important part of my life. Because of this, I believe in the importance of planning for the future.

Community participation

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.