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Cfp Parker Moody

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Cfp Parker Moody

Vice President / Team Lead | McAdam Financial

Boston, Massachusetts, United States

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Cfp Parker Moody

Summary

Cfp Parker Moody is a dedicated CERTIFIED FINANCIAL PLANNER™ based in Boston, Massachusetts, specializing in pre- and post-retirement financial strategies. With a robust background in asset management and complex planning processes, he is committed to guiding individuals, families, and businesses towards achieving their financial goals. His client-centric approach emphasizes clarity and control, ensuring that clients feel confident about their financial futures. Parker's leadership experience at McAdam Financial encompasses training and mentoring roles, where he has successfully led teams of financial professionals. He holds a Bachelor's Degree in Physics & Economics from Amherst College, equipping him with a unique analytical perspective in the financial sector. Parker is particularly interested in advanced tax strategies and estate planning, reflecting his commitment to comprehensive financial advisory services. His journey in the financial industry showcases a blend of technical expertise and a passion for client service, positioning him as a trusted advisor in the northeast region.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Parker Moody

Work Experience

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Vice President / Team Lead at

McAdam Financial

January 2024 - Present

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CERTIFIED FINANCIAL PLANNER™ at

McAdam Financial

January 2022 - Present

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Lead Senior Manager at

McAdam Financial

January 2021 - January 2023

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Financial Advisor at

Mcadam Financially Advanced

January 2014 - January 2022

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Lead District Manager at

McAdam Financial

January 2020 - January 2021

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District Manager at

McAdam Financial

January 2017 - January 2020

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Cfp Parker Moody

Education

Amherst College, Bachelor's Degree

January 2010 - January 2014

Phillips Exeter Academy, High School Diploma

January 2007 - January 2010

Frequently Asked Questions about Cfp Parker Moody

What is Cfp Parker Moody email address?

Cfp Parker Moody's primary email address is ***********@skynet.be. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Parker Moody work for?

Cfp Parker Moody is a Vice President / Team Lead at McAdam Financial, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Parker Moody graduated from?

Cfp Parker Moody holds a degree in Physics & Economics from Amherst College.

How can I directly contact Cfp Parker Moody?

To contact Cfp Parker Moody directly, you can use the email address ***********@skynet.be. Complete contact information is available upon registration with Muraena.

Who is Cfp Parker Moody?

Cfp Parker Moody is a dedicated CERTIFIED FINANCIAL PLANNER™ based in Boston, Massachusetts, specializing in pre- and post-retirement financial strategies. With a robust background in asset management and complex planning processes, he is committed to guiding individuals, families, and businesses towards achieving their financial goals. His client-centric approach emphasizes clarity and control, ensuring that clients feel confident about their financial futures. Parker's leadership experience at McAdam Financial encompasses training and mentoring roles, where he has successfully led teams of financial professionals. He holds a Bachelor's Degree in Physics & Economics from Amherst College, equipping him with a unique analytical perspective in the financial sector. Parker is particularly interested in advanced tax strategies and estate planning, reflecting his commitment to comprehensive financial advisory services. His journey in the financial industry showcases a blend of technical expertise and a passion for client service, positioning him as a trusted advisor in the northeast region.

Cfp`s contact details

mail

***********@skynet.be

************@mcadamfa.com

Colleagues

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Cfp Shane Sweigart

Senior Vice President

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Phil Simonides Cfp

Executive Vice President & Certified Financial Planner

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Robert Stark

Vice President

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Michael Mcadam

President & CEO

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Cfp Kristen Koonce

Senior Vice President

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Awma Morgan Murphy Iv

Vice President of Advisor Development - Team Lead

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Bob Carroll

Vice President

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