CoverProfile

Lance Moody

Wealth Manager

Cetera Financial Group

United States, Florida, Boca Raton

About Me

I have been helping individuals and businesses navigate the financial markets for more than 31 years. I have accomplished this by custom tailoring financial plans to the specific and unique needs of each client. As a financial adviser I have extensive experience in all areas of financial management , including equities, exchange traded and open end mutual funds, fixed income, options strategies, alternative investments, and life insurance. I also assist individuals and businesses in the areas of Estate Planning and tax strategy as well as implementing and servicing 401K plans and IRA rollovers. In 1993 I graduated with a Bachelor's degree in Economics from the University of Maryland. I im

View more

Profile Information

Wealth Manager

Cetera Financial Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boca Raton

Florida

United States

Aug 19, 2025

Work Experience

Cetera Investment Services LLC

Wealth Manager
Mar 2020 - Present
Email: lance.moody@cetera.com

More profiles to browse

Profile Photo
Nate Biddick
Head of Advisor Growth Solutions
Profile Photo
Todd Mackay
President
JH
Jerry Hefley
Investment Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University