Robert Moody Email & Phone Number

Senior Vice President, Wealth Consultant @ Fi Plan Partners, LLC

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Robert Moody Location

Birmingham, AL, US

Robert Moody Work

2023 - now Senior Vice President, Wealth Consultant @ Fi Plan Partners, LLC
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2022 - 2023 Financial Planner @ Synovus
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2015 - 2022 Financial Planning Analyst III @ Synovus
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2012 - 2015 Financial Specialist II @ PNC
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2010 - 2012 Financial Planning Specialist @ Meld Financial
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2008 - 2010 Financial Advisor @ Financial Services Company
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Robert Moody Education

University of Georgia - Terry College of Business
Executive Certificate in Financial Planning
2011 - 2012
Auburn University
Bachelor's (Business, Finance)
2004 - 2008

Robert Moody Skills

Leadership
Portfolio Management
High Net Worth Individuals

Project Management
Investments
Microsoft Excel
Planning
Public Speaking
Accounting
Training

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Robert Moody Summary

Robert Moody, based in Birmingham, AL, US, is currently a Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC. Robert Moody brings experience from previous roles at Synovus, PNC and MELD Financial, Inc.. Robert Moody holds a 2011 - 2012 Executive Certificate in Financial Planning @ University of Georgia - Terry College of Business. With a robust skill set that includes Leadership, Portfolio Management, High Net Worth Individuals, Project Management, Investments and more. Robert Moody has 2 emails and 1 mobile phone numbers on RocketReach.

Robert Moody Emails

Found 2 emails

Robert Moody Phone Numbers

Found 1 phone numbers

+1 205-910-XXXX

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Others Named Robert Moody

Robert Moody

Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC

Birmingham, AL, US
2
- gmail.com
- fiplanpartners.com
1
- +1 205-910-XXXX
Robert Moody

Head of Prepaid Card Services at Edenred (UK Group)

None
3
- msn.com
- edenred.co.uk
- edenred.com
Robert Moody

Director of Clinical Sales West at Proscia

Los Angeles, CA, US
2
- gmail.com
- yahoo.com
3
- +1 321-945-XXXX
- +1 407-293-XXXX
- +1 858-879-XXXX
Robert Moody

Head of Product at Toast

Los Angeles, CA, US
2
- gmail.com
- yahoo.com
1
- +1 310-722-XXXX

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Top Fi Plan Partners, LLC Employees

Felicia Ludlum

Chief Operating Officer at Fi Plan Partners, LLC

Birmingham, AL, US
2
- fiplanpartners.com
- gmail.com
3
- +1 414-271-XXXX
- +1 256-404-XXXX
- +1 256-245-XXXX
Jason Hatley

Vice President; Financial Planning Manager at Fi Plan Partners, LLC

Birmingham, AL, US
3
- fiplanpartners.com
- gmail.com
- yahoo.com
5+
- +1 402-405-XXXX
- +1 562-547-XXXX
- +1 205-271-XXXX
- +1 402-806-XXXX
- +1 205-602-XXXX
- +1 360-980-XXXX
Robert Moody

Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC

Birmingham, AL, US
2
- gmail.com
- fiplanpartners.com
1
- +1 205-910-XXXX
Ashley Page

Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC

Birmingham, AL, US
1
- fiplanpartners.com
2
- +1 205-989-XXXX
- +1 205-515-XXXX
Ty Miller

Vice President and Wealth Consultant at Fi Plan Partners, LLC at Fi Plan Partners, LLC

Birmingham, AL, US
1
- fiplanpartners.com
1
- +1 205-383-XXXX

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