Wiley joined the firm (formerly known as Lincoln Financial Advisors, now Osaic) in May of 2004. Wiley served in the corporate role as Director of Investment Planning prior to dedicating his time solely to serving investors all over the United States in the high net worth marketplace. Today, in addition to serving his clients, Wiley participates as an ongoing member of the Investment Strategy Group and The Resource Group.
In his former role, he served as leader of the Investment Strategy Group and Investment Steering Committee. Wiley was one of the forefront individuals involved with the firm’s Investment Strategy, Policy, and Implementation. This included the development of Capital Market Assumptions, Asset Allocation Models across various platforms, and recommended mutual fund and exchange-traded fund lists that continue to be widely used across the firm. He is deeply involved in various other committees that help partners and planners further their knowledge of the industry as a whole, and keep recent on trends and changes to markets.
Through his history and dedication to the industry, 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.
D. Wiley Moody is a registered representative of Osaic Wealth, Inc., member FINRA/SIPC.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.