Top Financial Advisor
In Livonia, MI:
Jacquelin Moody CFP®, RFC, CEP®
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.
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.
- 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.
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.
“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.”
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