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Financial Advisor Livonia

Top Financial Advisor

In Livonia, MI:

Jacquelin Moody CFP®, RFCCEP®

About

Jacque’s 35 years of experience began in 1979 with Equitable of the United States (now AXA) now with her main offices as a Financial Advisor in Livonia Michigan. 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 with LPL Financial as well as Life, Accident and Health and Variable insurance licenses.

Specialty

She specializes in wealth management and estate planning for high net worth clients; executive planning, and corporate executive compensation programs.

Working with attorneys and CPAs, she coordinates a team approach to assure her first and foremost concern, the client’s overall financial well being.

Philanthropy/Service-to-Community

She serves as Secretary/Treasurer of the Von Voigtlander Family Foundation; she is a Board Member of the Mid-Michigan Chapter of the American Red Cross. She is a member of the Certified Financial Planner Board of Standards and the Financial Planning Association.

Accolades

  • Jacque is a Five Star Wealth Manager recipient for 2015 & 2014.
  • In 2012 she has been named one of the “Top 50 Independent Broker/Dealer Advisors” by Registered Rep magazine.
  • In 2013 she was featured in Forbes as one of Michigan’s Women Business Leaders.

Interests/Hobbies

Jacque and her family reside on a beautiful horse farm located in Munith, Michigan where she enjoys riding, gardening, and spending time with her two granddaughters, Dana and Karly. Jacque also establishes foundations and manages family offices.

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1   Five Star – based on 10 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 placed on the final list of 2015 & 2014 Five Star Wealth Managers.
2   Registered 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 a majority of assets correspond to retail clients were eligible for the list.”

Click to Read Accolade Disclosures

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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