From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Christine Moody, RICP

Vice President - Investment Officer
Fundamental Choice Portfolio Manager

Phone Number

(954) 796-5251

Toll Free

(800) 327-0516

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Christine began her career in the financial services industry in 2007 with Morgan Stanley in Fort Lauderdale, Florida, where she built a strong foundation in investments and wealth management. She joined Wells Fargo Advisors in 2017 and works closely with individuals and families to deliver thoughtful, personalized investment and retirement planning strategies.

Christine earned her Bachelor’s degree in Finance from Florida State University and holds her FINRA Series 7 and Series 66 registrations, along with Insurance and Annuities licenses. With a strong focus on retirement income planning, she earned the Retirement Income Certified Professional® (RICP®) designation in 2022. Christine is passionate about building long‑term client relationships and enjoys collaborating with small business owners who are dedicated to growth and excellence. She also remains actively involved in her professional community and has served on the board of the CSCCR Chamber Voices Toastmasters Club since 2021.

Outside the office, Christine enjoys spending time with her husband and their two daughters. Together, they value family time and are active in their local church. As a lifelong Floridian, Christine loves the outdoors—whether boating, swimming, or enjoying weekend trips to the Florida Keys and vacations in the North Georgia Mountains.

CA Insurance License Number 4468869. Resident State: FL

Certificates

RICP

Licenses

  • Series 7
  • Series 66
  • Florida 2-15

Education

  • Bachelor of Science in Finance
  • Bachelor of Science in Real Estate

CA State License

4468869

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