portrait of Abby S Moberg

About Abby

I love being a financial advisor because I love people and their stories. Finding out what is most important to you, not only financially, but in all aspects of life, from family and faith to interests and passions, is the starting point for our journey together. Not only do we want to get to know you on a deep level, but we also want to identify and document your goals in a way that is clear and meaningful to you.

Along with my branch office administrator, Barb Thompson (who brings 20 years of experience), our aim is to simplify your financial...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Charitable Giving
  • Wealth Strategies
  • Employee Stock Options

Work History

  • Edward JonesJanuary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of NC-Chapel HillBachelor of Business Admin

Team Members

  • Barb Thompson
    Sr. Branch Office Administrator

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Office Information

Hours

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

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