Deann Moss

Deann Moss has over 33 years of experience working with financial advisors and clients. She was an operations manager and sales assistant for several national brokerage firms before joining the McGarry Retirement Advisory team. Due to her extensive experience, Deann understands the importance of working with a dependable financial team that you can trust. She is committed to provide clients with an exceptional level of care, attention, and respect as they work towards achieving their financial goals.

Deann holds a Series 7 and 63 securities license and is responsible for trading client portfolios and maintaining investment strategies for the McGarry Retirement Advisory Group. Money management, including all RMD distributions from IRA accounts is handled by Deann. In addition, she assists with operational and office administration, business development and special projects.

Deann and her husband Jon have raised 6 children who have blessed their lives with 10 grandchildren ranging from teenagers to toddlers. Deann is an avid outdoor enthusiast, you will find her boating in the summer, skiing in the winter and hiking in the spring and fall. Sports, photography, and family game time are all things that she enjoys. Deann has spent many hours volunteering at her children’s school and with her church.

Raymond James is not affiliated with the above organizations and/or charitable causes.