CFP®, RFC®, CEP®
LPL Registered Principal
Jacquelin Moody, CFP®, RFC®, CEP® | LPL Registered Principal
Jacquelin Moody, CFP®, RFC®, CEP®, AIF®, is a Certified Financial Planner, Registered Financial Consultant and Certified Estate Planner. She is a Registered Principal and an Investment Advisor Representative with LPL Financial.
Jacque’s 35 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® 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.
She 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 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 2017, 2016, 2015 & 2014. 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.
CA Insurance License # 0L267810
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.