Wesley Moyer, Ficf
About Wesley Moyer, Ficf
Wesley Moyer is a Financial Representative at Modern Woodmen of America in Cary, NC, where he has worked since 2008. He specializes in helping clients develop personalized financial strategies and provides ongoing support to ensure their financial goals are met.
Work at Modern Woodmen of America
Wesley Moyer has served as a Financial Representative at Modern Woodmen of America since 2008, accumulating 16 years of experience in this role. Based in Cary, NC, he focuses on helping clients evaluate their financial situations and develop affordable plans for future growth. His responsibilities include assisting clients in defining their financial goals and objectives, as well as providing ongoing support by reviewing and adjusting financial plans over time. Moyer also plays a key role in hiring and training new individuals to establish their own financial service practices.
Education and Expertise
Wesley Moyer completed his education at the University of North Carolina at Chapel Hill, where he studied Journalism and Mass Communication with a focus on Public Relations from 2000 to 2005. He also attended Apex High School. This educational background equips him with strong communication skills that are beneficial in his role as a Financial Representative, allowing him to effectively convey complex financial concepts to clients.
Background
Wesley Moyer has built a career in financial services, specifically focusing on personal financial strategies. His work involves tailoring financial plans to meet the individual needs and goals of his clients. Moyer’s approach emphasizes a personalized assessment of each client's financial situation, ensuring that the strategies developed are both relevant and achievable.
Client Support and Financial Planning
In his role, Wesley Moyer assists clients in defining their financial goals and objectives. He emphasizes the importance of creating personalized financial strategies that align with each client's aspirations. Moyer provides ongoing support by regularly reviewing and adjusting these financial plans, ensuring they remain effective as clients' circumstances change over time.