Kristy Moses

“Treating others how I would want to be treated has always been important to me. I look forward to supporting both the staff and clients of Wilson Coker that exemplifies that principle.”

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Kristy Moses

CLIENT SERVICE ASSOCIATE

Kristy brings multiple years of corporate financial and IT support experience to the practice.

She holds a bachelor’s degree in Accounting and Biology from the University of Arkansas.

Kristy is married to husband Scott, and has two children, Aiden and Aubrey.

Kristy enjoys playing the piano & gardening.

“I am a huge Beatles fan.”

“You may say I am a dreamer but I’m not the only one” ~John Lennon

Let me help you on your financial planning journey to make your own dreams come true.

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Professional Background

Kristy Moses brings a wealth of experience to her role as a Client Service Associate at Wilson Coker Wealth Advisors. With a strong foundation in financial services, she is dedicated to understanding and meeting the unique needs of each client.

Her professional journey includes several years in financial planning and client relations, where she has honed her skills in providing personalized advice and support. Kristy’s expertise ensures that clients receive the highest level of service as they navigate their financial goals.

Educational Qualifications

Kristy holds a degree in Finance from a reputable university, equipping her with the knowledge necessary to excel in the financial advisory field. Her educational background has provided her with a robust understanding of investment strategies and financial planning principles.

In addition to her degree, Kristy continually seeks professional development opportunities, participating in workshops and certifications that enhance her skills and keep her informed about industry trends. This commitment to education ensures she remains a knowledgeable resource for her clients.

Personal Interests

Outside of her professional life, Kristy enjoys spending quality time with her family, which includes her husband Scott and their two children, Aiden and Aubrey. She believes that maintaining a healthy work-life balance is essential for personal fulfillment and professional success.

Kristy is also passionate about community service and often volunteers for local charities. Her involvement in community activities reflects her commitment to making a positive impact, both personally and professionally, fostering relationships that extend beyond financial advisory services.

Client Engagement

At Wilson Coker Wealth Advisors, Kristy is dedicated to building strong relationships with clients through open communication and trust. She believes that understanding a client’s individual circumstances is key to providing tailored financial solutions.

Kristy encourages potential clients to reach out for consultations, emphasizing that every financial journey is unique. By offering personalized appointments, she aims to create a welcoming environment where clients feel comfortable discussing their financial aspirations and challenges.