Julie Moody

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

501 Alabama Ave S.

Bremen, GA 30110

Julie.moody@truist.com

Phone 770-537-4011

Get directions

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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

Marketing, B.B.A.
University of West Georgia 2005

Personal Interests

Julie is married with 2 children. She and her family are active members of Midway Church in Villa Rica, GA. In her free time, she enjoys spending time with her family and watching baseball.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

Locations

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