An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.

Unique solutions for business owners and entrepreneurs.
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Delivering strategic solutions to support and sustain the mission of your foundation
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A pragmatic approach to wealth management
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Sophisticated expertise in planning for today and future generations
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Nurturing wealth so you can live a longer, better life.
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Philip Moses

Philip J. Moses, Jr.,

CPA, PFS Financial Advisor Co-Branch Manager
Tammy Hall

Tammy D Hall,

CPA, PFS Financial Advisor Co-Branch Manager
Clarence Brown

Clarence E. Brown III,

CFP® Financial Advisor
Charlie Cowen

Charles D. Cowen Jr,

CPA Financial Advisor
Angie Oglesby

Angie

Oglesby Financial Advisor
Katie Sessions

Katie

Sessions Financial Advisor
Lauren Beadles

Lauren

Beadles Financial Advisor
Christy Milligan

Christy

Milligan Financial Advisor
Jenny Hosford

Jenny

Hosford Client Service Manager
Terri Ursomarso

Terri

Ursomarso Receptionist
Crystal Singletary

Crystal

Singletary Executive Assistant
Beth Baures

Beth

Baures Client Service Manager
Victoria Thomas

Victoria

Thomas Client Services Manager
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie
Always here for you

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Moses Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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