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@synovus.com
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Robert L. Moody Iii, Cfp®, Cepa® is listed as Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC at Fi Plan Partners, LLC, a company with 14 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at synovus.com and a matched LinkedIn profile for Robert L. Moody Iii, Cfp®, Cepa®.
Robert L. Moody Iii, Cfp®, Cepa® previously worked as Senior Vice President, Wealth Consultant at Fi Plan Partners, Llc and Financial Planner at Synovus. Robert L. Moody Iii, Cfp®, Cepa® holds Bachelor'S, Business, Finance from Auburn University.
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AeroLeads found 1 current-domain work email signal for Robert L. Moody Iii, Cfp®, Cepa®. Compare company email patterns before reaching out.
CERTIFIED FINANCIAL PLANNER™ with over 15 years of experience in the financial services industry. Financial Planner assisting high net worth clients in the areas of retirement planning, asset allocation, education planning, and estate planning. Proficient in eMoney Pro and NaviPlan® planning software.
Listed skills include Retirement Planning, Wealth Management, Financial Analysis, Investments, and 5 others.
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Birmingham, Alabama, United States
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or.
Other employees you can reach at fiplanpartners.com. View company contacts for 14 employees →
Adam Vansant, Aif®, Bfa™
Colleague at Fi Plan Partners, LlcGreater Birmingham, Alabama Area, United States
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AP
Ashley Page, Jd, Mba
Colleague at Fi Plan Partners, LlcBirmingham, Alabama, United States, United States
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BN
Bobby Norman, Cfp®, Aif®, Cepa®
Colleague at Fi Plan Partners, LlcBirmingham, Alabama, United States, United States
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SP
Sudhir Parbhane
Colleague at Fi Plan Partners, LlcPune, Maharashtra, India, India
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JH
Jason Hatley, Cfp®, Cpa, Pfs
Colleague at Fi Plan Partners, LlcBirmingham, Alabama, United States, United States
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MP
Makenzie P.
Colleague at Fi Plan Partners, LlcBirmingham, Alabama, United States, United States
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TM
Ty Miller, Aif®
Colleague at Fi Plan Partners, LlcGreater Birmingham, Alabama Area, United States
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FL
Felicia Ludlum
Colleague at Fi Plan Partners, LlcGreater Birmingham, Alabama Area, United States
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TB
Trey Booth, Cfa
Colleague at Fi Plan Partners, LlcGreater Birmingham, Alabama Area, United States
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SM
Sonja Mcgittigan
Colleague at Fi Plan Partners, LlcBirmingham, Alabama, United States, United States
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Activities and Societies: Alpha Kappa Psi Business Fraternity
Quick answers generated from the profile data available on this page.
Robert L. Moody Iii, Cfp®, Cepa® works for Fi Plan Partners, LLC.
Robert L. Moody Iii, Cfp®, Cepa® is listed as Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC at Fi Plan Partners, LLC.
AeroLeads has found 1 work email signal at @synovus.com for Robert L. Moody Iii, Cfp®, Cepa® at Fi Plan Partners, LLC.
Robert L. Moody Iii, Cfp®, Cepa® is based in Birmingham, Alabama, United States while working with Fi Plan Partners, LLC.
Robert L. Moody Iii, Cfp®, Cepa® has worked for Fi Plan Partners, Llc, Synovus, Pnc, Meld Financial, Inc., and Ameriprise Financial Services, Inc..
Robert L. Moody Iii, Cfp®, Cepa®'s colleagues at Fi Plan Partners, LLC include Adam Vansant, Aif®, Bfa™, Ashley Page, Jd, Mba, Bobby Norman, Cfp®, Aif®, Cepa®, Sudhir Parbhane, and Jason Hatley, Cfp®, Cpa, Pfs.
You can use AeroLeads to view verified contact signals for Robert L. Moody Iii, Cfp®, Cepa® at Fi Plan Partners, LLC, including work email, phone, and LinkedIn data when available.
Robert L. Moody Iii, Cfp®, Cepa® holds Bachelor'S, Business, Finance from Auburn University.
Robert L. Moody Iii, Cfp®, Cepa® is listed with skills including Retirement Planning, Wealth Management, Financial Analysis, Investments, Finance, Financial Planning, Retirement, and Portfolio Management.
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