Wes Mossage 38

Chief investment strategist, Capital Investment Advisors

I am a Trailblazer

40 Under 40
40 Under 40

I am a Leader

40 Under 40
Leaders

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40
Entrepreneurs

I am a Visionary

40 Under 40
Visionaries

I am an Idealist

40 Under 40
Idealists

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About Wes

Wes Moss is a chief investment strategist with a large public following in Atlanta, thanks to his hosting duties on "Money Matters," a long-running call-in investment and personal finance radio show on 95.5FM and AM 750 News Talk WSB.

#Finance The cartel's decision to maintain existing output target stops well short of the stronger action some... http://t.co/UgytPYvadnThursday, Nov 27, 2014 12:07PM @WesMoss365

Mr. Moss' media reach extends to writing a blog for AJC.com, the website of The Atlanta Journal-Constitution. And his book "You Can Retire Sooner Than You Think," just published June 1, is based on his research into the money secrets of the happiest retirees.

Mr. Moss' firm, Capital Investment Advisors, provides him with a substantial platform from which to build a personal brand. CIA has approximately $1.3 billion in assets under management, with nine full-time advisers and about 1,500 clients.

He joined the registered investment adviser after breaking away five and a half years ago, in the middle of the financial crisis, from his position as a UBS adviser. Now a partner and owner at his fee-only RIA, Mr. Moss enjoys the freedom that working for an independent firm allows him in terms of writing and hosting a radio show.

"Multimedia is a messaging tool for the career that I truly love," he said. "Helping families get to their goals is a big deal for me."

Looking to the future, Mr. Moss hopes to help more investors with CIA's Wela Strategies, a unit of the firm that offers about a dozen all-exchange-traded-fund models for younger clients and the emerging affluent.

Joyce Hanson

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Fast Facts

  • Was a losing contestant on Donald Trump's "The Apprentice 2"
  • First job was cleaning out horse stalls
  • Has more than 19,700 Twitter followers