Kevin C. Moody

Kevin C. Moody

Senior Wealth Advisor

Kevin Moody joined the EagleStone team in January 2022. As a Senior Wealth Advisor, Kevin assists existing and new clients with financial planning, investment management, and long-term goal attainment. He is a key member in aiding our clients with making the most of their resources.

Kevin was born and raised in Phoenix, AZ, and moved to Maryland in 2017. He attended Arizona State University, where he earned a bachelor’s degree in History and Education. joined the EagleStone team from Bank of America Merrill Lynch where he spent several years advising clients on goals-based, outcome-driven planning solutions. Prior to this he was with JP Morgan Chase where he spent his time assisting clients in a variety of facets of their mortgage needs.

A lifelong athlete, Kevin played club hockey in high school, and continues to this day, along with rounds of golf and hiking when he can. Kevin is married and a father to two wonderful girls. Fun fact: he has a twin brother in Arizona who is also a father of two girls!

footerlogo

Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

Download our Form CRS (Client Relationship Summary) by clicking here.

Download our ADV brochure by clicking here.

Download our ADV Part 2A brochure by clicking here.

Click here to learn more about our Information Security Program.

Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.

© EagleStone Tax & Wealth Advisors 2022. All rights reserved.