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Cfp Parker Moody
Cfp Parker Moody
Vice President / Team Lead | McAdam Financial
Boston, Massachusetts, United States
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.
Cfp Parker Moody
Work Experience
Vice President / Team Lead at
McAdam Financial
January 2024 - Present
CERTIFIED FINANCIAL PLANNER™ at
McAdam Financial
January 2022 - Present
Lead Senior Manager at
McAdam Financial
January 2021 - January 2023
Financial Advisor at
Mcadam Financially Advanced
January 2014 - January 2022
Lead District Manager at
McAdam Financial
January 2020 - January 2021
District Manager at
McAdam Financial
January 2017 - January 2020
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
***********@skynet.be
************@mcadamfa.com
Colleagues
Senior Vice President
Executive Vice President & Certified Financial Planner
Vice President
Vice President
President & CEO
Senior Vice President
Vice President of Advisor Development - Team Lead
Vice President
Vice President
Vice President