Brian Moody
Managing Principal
Brian Moody
Focus
Brian provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your goals.
Background and experience
Brian has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients deserve.
Brian began his career as a Financial Advisor with Wells Fargo Advisors in Gulfport, where he developed his fundamental investment knowledge. He joined Wells Fargo Advisors in 2013 to take a team approach in providing personalized financial advice for individuals and families.
Brian's passion for learning doesn't end there. Growing up with his father in the military, Brian learned to enjoy exploring new places and new people. While earning his bachelor's degree at the University of Southern Mississippi with an emphasis in Finance, Brian was a member of a finance committee that helped handle and recommend the investments for the University of Southern Mississippi Alumni Foundation. Brian also tutored other finance majors while attending the University of Southern Mississippi.
Away from the office
Brian spends his free time with his wife, Kristen and their children, Summerlyn, Easton, Charlotte and Eli. They like to stay active both physically and mentally, whether taking trips to the Audubon Zoo and Aquarium in New Orleans or playing at the park. Brian especially enjoys playing tennis, golf, racquet ball and watching football. Brian is a member of Gulfport Business Club, member of the Gulfport Exchange Club, Member of the Coast Young Professionals, and a Pi Kappa Alpha Fraternity Alumni.
Focus
Brian provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your goals.
Background and experience
Brian has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients deserve.
Brian began his career as a Financial Advisor with Wells Fargo Advisors in Gulfport, where he developed his fundamental investment knowledge. He joined Wells Fargo Advisors in 2013 to take a team approach in providing personalized financial advice for individuals and families.
Brian's passion for learning doesn't end there. Growing up with his father in the military, Brian learned to enjoy exploring new places and new people. While earning his bachelor's degree at the University of Southern Mississippi with an emphasis in Finance, Brian was a member of a finance committee that helped handle and recommend the investments for the University of Southern Mississippi Alumni Foundation. Brian also tutored other finance majors while attending the University of Southern Mississippi.
Away from the office
Brian spends his free time with his wife, Kristen and their children, Summerlyn, Easton, Charlotte and Eli. They like to stay active both physically and mentally, whether taking trips to the Audubon Zoo and Aquarium in New Orleans or playing at the park. Brian especially enjoys playing tennis, golf, racquet ball and watching football. Brian is a member of Gulfport Business Club, member of the Gulfport Exchange Club, Member of the Coast Young Professionals, and a Pi Kappa Alpha Fraternity Alumni.