Financial Strategist Wes Moss visits Marshall Berch & Associates.
Wes Moss is the Chief Investment Strategist for Capital Investment Advisors (CIA) and a Partner at Wela Strategies. He began his career at Prudential Securities as a financial advisor before joining the Atlanta office of UBS Financial Services as Vice President – Investments and becoming a CERTIFIED FINANCIAL PLANNER™. Wes merged his wealth management practice with CIA, becoming a partner in 2009. CIA is an Atlanta-based fee-only investment management firm that specializes in retirement income planning and manages more than $1 billion, making it one of Georgia’s largest fee-only investment firms.