portrait of William Moy

About William

As a dedicated financial advisor, I bring an uncompromising degree of care and personal commitment to every client I serve. As an officer in the Marine Corps, I honed my leadership skills and developed a series of traits that seamlessly translate into the financial advisory realm. My commitment to professionalism and reliability is reflected in my client-centric approach, ensuring tailored strategies that align with individual goals. I am passionate about empowering and partnering with the people I serve to navigate their life journeys and goals with confidence, building stronger families and communities in the process.

Focus Areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors

Work History

  • Edward JonesDecember 2023 to Current
  • First Command Brokerage Serv.August 2023 to November 2023

Education

  • North Greenville UniversityBachelor of Arts

Team Members

  • Torrey Mann
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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