Director of Planning
Wiley Moody joined Lincoln Financial Advisors in May of 2004, where he began his work in the areas of planning and operations. Wiley studied under LFA’s Chief Investment Strategist, and was promoted to Director of Financial Planning in 2009. Currently, Wiley services clients all over the United States in the high net worth marketplace, and assists in overseeing and implementing over $14 billion in assets.
Additionally, Wiley is a member of the Investment Steering Committee, and is one of the forefront individuals involved with Lincoln’s Investment Steering List and Policy. He is deeply involved in various other committees that help Lincoln Financial planners further their knowledge of the industry as a whole, and keep recent on trends and movements in the markets.
As a member of the Planning Department, Wiley is also knowledgeable in the areas of cash flow management, investment planning, retirement planning, risk management, life insurance, estate planning, and business succession.
Wiley received his BBA in Accounting from Middle Tennessee State University.