Private Wealth Management

Edward Moody

Vice President

Direct: (512) 542-3287

Philosophy & Approach

Edward has been in the industry for almost 15 years and joined Stephens in 2012, along with his two partners, Malcolm Cooper and Jolynn Free. Speaking about their team’s dynamic Edward says, “Malcolm, Jolynn, and I collectively take a broad look at a client’s current financial situation and develop a plan that truly reflects their immediate and long-term financial goals. I have benefitted from learning from two highly respected individuals in the industry and community, which is critical as we continue to grow alongside our clients and for future generations.”

Lisa Maas is the team’s registered sales assistant and seeks to offer unparalleled client service with more than 30 years of administrative experience.

Experience & Education

Prior to joining Stephens, Edward was with RBC Wealth Management.

In 2002, Edward received his Bachelor of Business Administration in Finance from the University of Texas at Austin. He furthered his education by completing Stephens University, an advanced wealth management program at Wake Forest University.

Personal

He is active in his community and currently volunteers at his church on the stewardship committee and serves as a Eucharistic minister. In the past, Edward has served on the board and executive committee of The Seton Forum, the Neighborhood Longhorns board, and the board of Catalyst 8 for the Long Center. He is also a member of the Austin Golf Club, Austin Country Club, and Admiral’s Club of Austin.

Edward and his wife, Acia, have two children, Eli and Ryder. When not working with clients, he enjoys spending time with his family, hearing live music, attending sporting events, and traveling with friends. As a golf enthusiast, Edward enjoys playing in Austin and traveling to discover America's great and historic courses.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

(800) 643-9691 | Member NYSE, SIPC

© 2018 Stephens Inc. All rights reserved.