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 @
- 2022 -2023 Financial Planner @
- 2015 -2022 Financial Planning Analyst III @
- 2012 -2015 Financial Specialist II @
- 2010 -2012 Financial Planning Specialist @
- 2008 -2010 Financial Advisor @
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
- Finance
- Retirement
- Strategic Planning
- Financial Analysis
- Retirement Planning
- Wealth Management
- Financial Planning
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.
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