Jacquelin Moody CFP®, RFC®, CEP®, is a Certified Financial Planner, Registered Financial Consultant and Certified Estate Planner. She is also the President of Park Avenue Wealth Management, LLC, Wealth Manager of Private Client Services and Registered Principal with Cetera Advisors.
Jacque's 39 years of experience began in 1979 with Equitable of the United States (now AXA). 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 in 1988 and an Investment Advisor Representative in 1996. Jacque holds Series 7, 8, 24, 31, 63, and 65 securities registrations with Cetera Advisors as well as Life, Accident, Health and Variable insurance licenses.
Jacque specializes in wealth management and estate planning for high net worth clients; executive planning and corporate executive compensation programs; she also establishes foundations and manages family offices. Working with attorneys and CPAs, she coordinates a team approach to assure her first and foremost concern - the client's overall financial well being.
She serves as the Wealth Manager of the Von Voigtlander Family Foundation. She is a member of the Certified Financial Planner Board of Standards and the Financial Planning Association.
Jacque is a Five Star Wealth Manager1 recipient for the last five years. She has been named one of the "Top 50 Independent Broker/Dealer Advisors" by Registered Rep magazine2. In 2013 she was featured in Forbes magazine as one of Michigan's Women Business Leaders.
Jacque and her family reside on a beautiful horse farm in Munith, Michigan where she enjoys riding, gardening and spending time with her two granddaughters, Dana and Karly.
Contact Jacque at Jacquelin.Moody@ceteraadvisors.com
CA Insurance license # 0L267810
1Five Star - based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or place on the final list.
2Registered Rep, the "Top 50 Independent Broker/Dealer Women Advisors" list recognizes the most successful independent women advisors in the United States ranked by assets under management. Only those advisors for whom the majority of assets correspond to retail clients were eligible for the list. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Securities and advisory services offered through Cetera Advisors LLC, (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.