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Maggie Moses, Financial Advisor

FINANCIAL ADVISOR
Maggie Moses

CRPC™
201 S Marr Street Suite 1, Fond Du Lac, WI 54935opens in a new window
Temporarily Not Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • College Savings

About Maggie

From an early age, I witnessed first hand the impact Edward Jones can have on people's lives through my father's 37-year practice. After majoring in finance at UW-Madison, I found myself counseling friends and colleagues on their finances and reading personal finance articles in my free time. It was a turning point for me to return to my hometown, help people full time, and continue the legacy my dad built.

Today, I find great joy in explaining complex financial concepts in a way that is relatable and easy to understand. Additionally, I currently lead 70 branch teams in eastern Wisconsin...

Work History

  • Edward JonesApril 2017 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Wisconsin - MadisonBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Reading
  • Cooking
  • Traveling

Team Members

  • Hannah Muraski
    Sr. Branch Office Administrator
  • Christi Huggett
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 933-2426

Fax

(877) 612-6202

Office Address

201 S Marr Street Suite 1
Fond Du Lac, WI 54935opens in a new window

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