Jacquelin Moody

CFP®, RFC, GEPC

Registered Principal

(734)432-1966
jacquelin.moody@lpl.com

Jacquelin Moody, CFP®, RFC, is Senior Partner of Park Avenue Wealth Management, LLC and of Park Avenue Wealth Management Private Client Services Group. She is a Registered Principal for LPL Financial. She specializes in wealth management and estate planning for ultra high net worth clients; executive planning, and corporate executive compensation programs.

Jacque started her financial services career in 1981 with Equitable of the United States. While at the Equitable, she was named Manager of the Year (1984) for the Lee Neal Agency. She became an independent financial advisor in 1985. For seven years she worked primarily as a financial planning resource advisor to Ford Motor Retirement Planning Services Program. She became a Certified Financial Planner® Practitioner in 1988 and an investment advisor representative in 1996. Jacque holds FINRA series 7, 8, 24, 31, 63, 65 registrations as well as Life, Code and Variable insurance licenses.

She serves as Secretary/Treasurer of the Ted and Jane Von Voigtlander Foundation; she is President of the Michigan Snaffle Bit Association; Director for the Michigan Quarter Horse Assocaition and Area Director for the National Snaffle Bit Association. She is a member of the Certified Financial Planner Board of Standards and the Financial Planning Association.

Jacque and her family reside on a beautiful horse farm located in Munith, Michigan.

Jacque may discuss or transact business with residents of the following states; AL, AR, CA, CO, CT, FL, GA, IL, IN, MA, MI, MO NV, NC, OH, SC, TX, VA, WI