John Moody

John Moody

I am a native of Ocala and my family has been in the Marion County area since the mid-1800’s. I am a family man with my wife, Holly, and our three children, Chloe, William, and Ana. I have been a Financial Advisor for over 12yrs. Prior to becoming a Financial Advisor I had been in upper level management in the retail industry for 16yrs, through this experience I developed the skills to guide and direct people in the right direction. I strive every day to bring value to my clients in all aspects of their financial situations.

I am very committed to continuously expanding my understanding and knowledge of my client’s needs and concerns daily so I can address them properly and help direct them in the right directions. I am a firm believer that all types of financial and insurance instruments should be explored and considered when developing a solid financial plan for each of my clients. Everybody’s situation is different in many aspects, so it is vital to review these instruments with each new client and with my existing clients on an annual basis to ensure they are well prepared.