Kevin C. Moody, AIF®
Senior Wealth Advisor at EagleStone Tax & Wealth Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Columbia, Maryland, United States, US
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Credentials
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Accredited Investment Fiduciary®
Center For Fiduciary StudiesMay, 2022- Nov, 2024 -
Personal Investment Advisor
Merrill Lynch InternalDec, 2017- Nov, 2024
Experience
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EagleStone Tax & Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Senior Wealth Advisor
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Jan 2022 - Present
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Bank of America Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Solutions Advisor
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Feb 2021 - Jan 2022
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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May 2017 - Feb 2021
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Mortgage Banker
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May 2014 - Oct 2016
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Education
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2003 - 2006
Arizona State University
Bachelor's Degree
Community
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