portrait of Timothy J Moses
FINANCIAL ADVISOR
Accepting New Clients
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About Timothy

As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. I am happy to say that my business is so much more than just a job – it's a chance for me to fulfill my passion of improving the lives of families and businesses in our community.

I partner with my clients in a way that is approachable and open for them to express themselves, ask questions and learn. I focus on explaining the investment world in terms they can understand, and there are three things I want my clients...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Bentley UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • History and Museums
  • Golfing

Team Members

  • Samuel Brand
    Associate Financial Advisor
    CRPC™
  • Debbie McDonald
    Sr. Branch Office Administrator
  • Keri Stewart
    Sr. Branch Office Administrator

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