Expertise:
Wealth management; Estate planning; Executive compensation; Investment portfolio management
Major Product/SVS:
Retirement and estate planning; Investment portfolio analysis; Life insurance
Affiliations Awards:
Certified Financial Planner Board of Standards Inc.; FPA; Secretary Treasurer, The Ted and Jane Von Voigtlander Foundation
Number Of Years In Profession:
36
What Does He/She Attribute Success To:
She attributes her success to her clients' loyalty.
Why did you become involved in your profession or industry?:
She became involved in her profession after working for a life insurance company.
Extended Bio Profile:
Ms. Moody ranks among the top ten percent of financial advisers at LPL Financial.
Position Responsibilities and Duties:
Directing the firm's private client services group; Handling estate planning for high net worth clients; Managing executive planning strategies and corporate executive compensation programs
Education Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards Inc.
Where Will You Be In 5 Years:
In five years, Ms. Moody expects to experience continued professional growth through expanding and serving a network of high net worth clients.