Julie Moody

Julie Moody
Financial Consultant Investment Services Group Truist Investment Services, Inc.

1755 Mars Hill Rd NW

Acworth, GA 30101-4555

Julie.moody@truist.com

Phone 678-932-3774

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About me

Background

Julie Moody is a Financial Consultant with Truist Investment Services, Inc. She offers clients more than 9 years of financial services, retirement planning, and investment management experience. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
University of West Georgia 2005

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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