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
- Senior Vice President, Wealth Consultant @ (December 2023 - Present)
- Financial Planner @ (December 2022 - December 2023)
- Financial Planning Analyst III @ (September 2015 - December 2022)
- Financial Specialist II @ (November 2012 - September 2015)
- Financial Planning Specialist @ (November 2010 - September 2012)
- Financial Advisor @ (May 2008 - May 2010)
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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Top Fi Plan Partners, LLC Employees
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