About Cody Moore
Cody Moore began his investment career in 2010 after earning his Master of Business Administration with a concentration in Economics and Statistics from Sam Houston State University. Joining Morgan Stanley in 2015, Cody is a Senior Vice President focusing on financial planning, estate planning strategies, fixed income analysis, and portfolio management. He has over a decade of experience helping clients meet their investment and retirement goals. Cody strives to provide his clients with thoughtful, strategic guidance by delivering detailed and well-organized road maps for each individual based on their financial needs.
Cody is a Certified Financial Planner, a standard of excellence in financial planning, taxes, insurance, estate planning, and retirement. He also received The Certified Portfolio Manager Designation from Columbia University as well as a Masters of Finance through Penn State University. These designations and degrees give him the knowledge and expertise to develop comprehensive financial plans for his clients.
Prior to joining the firm, Cody held several positions in the financial industry. Cody started out as a Financial Advisor for Merrill Lynch after earning his MBA. He then transitioned to Invesco, becoming a Regional Vice President working with the top financial advisors all over the country and seeing how elite advisors serve their clients and what sets them apart. Cody brings an institutional money management perspective to all of his clients, helping better serve them in achieving their financial goals.
Cody is a family man first and passionate golfer second. His wife Corey, son Johnny, and daughter Georgia reside in Saratoga Springs. They love to travel and experience new places and foods together. Cody has been an avid golfer since he was a young boy and still maintains a scratch handicap, participating in NY State amateur tournaments.
Securities Agent: ME, DC, MD, DE, WA, TX, NC, MN, MI, IN, MT, IL, GA, AZ, VT, TN, CO, AR, VA, UT, SC, RI, MA, LA, HI, FL, OK, CT, NH, WI, PA, NY, IA, CA, OH, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1498379