Expertise:
Comprehensive plan development; Coordination; Financial planning and investment solutions
Major Product/SVS:
Accounting; Auditing; Risk management; Tax planning; Litigation services
Hobbies/Sports:
Spending time with her two sons
Education Degrees:
Bachelor of Science in Management, St. Francis College
Affiliations Awards:
Women's Advisory Board, Bergen Community College; Women's Empowerment Committee, YWCA of Bergen County
Charity:
Women United in Philanthropy; Victims of Domestic Violence Shelter
Number Of Years In Profession:
26
Number Of Years In Current Position:
3
What Does He/She Attribute Success To:
She attributes her success to her persistence and tenacity.
Why did you become involved in your profession or industry?:
She became involved in her profession because of her interest in teaching women financial literacy.
Extended Bio Profile:
Ms. Moeller conducts public speaking events.
Position Responsibilities and Duties:
Providing financial planning services for women in transition particularly those who have become divorced and widowed; Assisting clients and their divorce attorneys in negotiating their optimal settlement; Ongoing financial planning and investment services post-settlement
Education Certifications:
Series 7 License; Series 63 License; Series 66 License
Awards/Honors:
Best 50 Women in Business, NJBIZ
Where Will You Be In 5 Years:
In five years, Ms. Moeller hopes to build her practice and increase the amount of portfolios and assets under the firm's management.