Edward Allen Moody
Chief Executive Officer at CFM Wealth Partners LLC
Profile
Mr. Edward A.
Moody is a Co-Founder & Managing Member at CFM Wealth Partners LLC.
Prior to co-founding the firm, he spent 16 years as an Investment Advisor, first with RBC and later Stephens, Inc.
He received a BBA in Finance from the University of Texas at Austin.
Edward Allen Moody active positions
| Companies | Position | Start |
|---|---|---|
CFM Wealth Partners LLC
 CFM Wealth Partners LLC Investment ManagersFinance CFM Wealth Partners LLC (CFM) is an independent registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was co-founded by Jolynn H. Free and Edward A. Moody in 2019. CFM offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. | Chief Executive Officer | 01/09/2019 |
Former positions of Edward Allen Moody
| Companies | Position | End |
|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Corporate Officer/Principal | 01/09/2019 |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Corporate Officer/Principal | 01/11/2012 |
Training of Edward Allen Moody
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
CFM Wealth Partners LLC
CFM Wealth Partners LLC Investment ManagersFinance CFM Wealth Partners LLC (CFM) is an independent registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was co-founded by Jolynn H. Free and Edward A. Moody in 2019. CFM offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. | Finance |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
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