Wes Moss

Early life and education

Moss was born on March 30, 1976 in West Chester, Pennsylvania where his mother currently resides. His father lives near Lancaster, Pennsylvania working as a veterinarian. Moss is the oldest of four children, two younger brothers and one younger sister.

In 1998, Moss graduated from the University of North Carolina, Chapel Hill with a degree in economics.

Career

After college, Moss moved to Atlanta to work for UBS Financial Services before appearing on the second season of NBC's The Apprentice with Donald Trump in 2004.

In 2009, Moss joined forces as a partner with Capital Investment Advisors (CIA), where he is now the Chief Investment Strategist. CIA currently manages more than a billion dollars in client assets, making it one of Georgia’s largest Fee-Only investment firms, according to the Atlanta Business Chronicle. He also became the host of MONEY MATTERS – a live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB.

In addition, Moss is a regular contributor to the Atlanta Journal Constitution, and AJC.com, the website of The Atlanta Journal Constitution. He is also the editor and writer for About.com’s Financial Planning blog and a regular contributor to Clark.com.

In 2014, Moss was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia. He was also the financial consultant for Spike TV’s show, Life Or Debt.

In 2014, 2015, and 2016, Barron’s Magazine named Moss as one of America’s top 1,200 Financial Advisors. Moss was also named one of Atlanta’s 40 Under 40 by the Atlanta Business Chronicle in 2015. In 2014, he was named as one of the top 40 investment advisors (under 40) in the country by Investment News in their inaugural list.

Moss has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press). His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014), has been a bestseller in the retirement planning category. Moss has also served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, the Wall Street Journal, and Yahoo Finance.

Moss is also a partner at Wela, a digital advisory service based in Atlanta that offers free financial management tools and the ability for clients to work online with a financial planner.

Personal life

In 2003, Moss married former nurse for Children's Healthcare of Atlanta, Lynne Presdorf. He now lives in Atlanta with his wife and four sons.