Robert L. Moody Iii, Cfp®
About Robert L. Moody Iii, Cfp®
Robert L. Moody III, CFP®, is a Financial Planning Analyst III at Synovus with over 10 years of experience in the financial services industry, specializing in financial planning and analysis. He holds a Bachelor's degree in Business Finance from Auburn University and an Executive Certificate in Financial Planning from the University of Georgia.
Work at Synovus
Robert L. Moody III serves as a Financial Planning Analyst III at Synovus, a position he has held since 2015. In this role, he utilizes his extensive knowledge of financial planning to assist clients in achieving their financial goals. His responsibilities include conducting financial analysis, developing investment strategies, and providing comprehensive financial planning services. Moody's tenure at Synovus has allowed him to deepen his expertise in the financial services industry.
Education and Expertise
Robert L. Moody III holds a Bachelor's degree in Business Finance from Auburn University, where he studied from 2004 to 2008. He also completed an Executive Certificate in Financial Planning at the University of Georgia - Terry College of Business from 2011 to 2012. His educational background provides a solid foundation for his work in financial planning and analysis. Moody is proficient in using financial planning software, including eMoney Pro and NaviPlan®, enhancing his ability to deliver effective financial solutions.
Background
Robert L. Moody III has over 10 years of experience in the financial services industry. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. from 2008 to 2010, followed by a role as a Financial Planning Specialist at MELD Financial, Inc. from 2010 to 2012. He then worked as a Financial Specialist II at PNC from 2012 to 2015. This diverse background has equipped him with a comprehensive understanding of financial planning, investments, and portfolio management.
Achievements
Throughout his career, Robert L. Moody III has developed a specialization in financial planning, investments, portfolio management, and financial analysis. His professional journey reflects a commitment to enhancing his skills and knowledge in the financial services sector. Moody's experience across various financial institutions has contributed to his ability to provide informed financial advice and strategies to clients.