Charles Moody

Charles Moody is an experienced investment professional specializing in global wealth supervision, with a strong background in marketing and investments. They hold a BA in Marketing and an MBA in Investments & Capital Markets, along with multiple FINRA licenses and a certification as a Certified Retirement Planning Counselor (CRPC®). Charles has held various positions, including Financial Advisor at Ameriprise Financial Services, Senior Investment Analyst at Raymond James Financial, and Business Risk Senior Analyst at Citi. They have cultivated a robust career spanning multiple prestigious firms, showcasing a results-oriented approach throughout their extensive experience in the finance industry.