Parker Moody
CERTIFIED FINANCIAL PLANNER® Professional at McAdam
- Role
- Vice President Team Lead at Mcadam Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Parker Moody
As a CERTIFIED FINANCIAL PLANNER™ in Boston, MA, I focus my practice on pre- and post-retirement needs, asset management, and the complex planning process. I strive to provide clarity and control in mapping out my clients\' future financial goals. Client service is the foundation of my practice, and I primarily work with individuals, families, and businesses in the northeast region of the United States. Advisory Services: Examining Present Situation Employer Benefits Analysis Retirement Planning College Planning Advanced Tax Strategies Estate Legacy Planning Insurance Needs Analysis Repositioning Old Accounts
Experience
Vice President Team Lead
Jan 2024 — Present
Responsible for leading and training the Vice Presidents in Boston.
Education
Amherst College
Bachelor's Degree, Physics & Economics
2010 — 2014
Phillips Exeter Academy
High School Diploma
2007 — 2010
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