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D. Wiley Moody

D. Wiley Moody

Director of Investment Planning

Wiley joined Lincoln Financial Advisors in May of 2004, and is currently Director of Investment Planning. Wiley currently serves investors all over the United States in the high net worth marketplace and assists through committee involvement in overseeing and implementing over $30 billion in assets.

As a member of the Investment Strategy Group and Investment Steering Committee, Wiley is one of the forefront individuals involved with Lincoln’s Investment Strategy, Policy, and Implementation. This includes the development of Capital Market Assumptions, Asset Allocation Models across various platforms, and recommended mutual fund and exchange-traded fund lists that are widely used across the firm. He is deeply involved in various other committees that help Lincoln planners further their knowledge of the industry as a whole, and keep recent on trends and changes to markets.

As a member of the Planning Department as well as the Product and Platform Team, Wiley is also knowledgeable in the areas of cash flow management, investment planning, retirement planning, risk management, life insurance, estate planning strategies, and business succession.

Wiley is insurance licensed and holds his series 7 and 66. He graduated from Middle Tennessee State University in 2005 with an emphasis on Accounting, and currently resides in Nashville with his wife and two children.

 

 

 

 

 Wiley Moody is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC)  registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.