Jody joined Monroe Financial Advisory Services in 2015 as a Financial Advisor. Originally licensed in 1992, Jody has had over 20 years of experience in finance, business, and mortgage banking. During his career he has gained valuable experience at various firms including Merrill Lynch, PNC Investments, and JP Morgan Securities. He is a fully registered financial advisor with FINRA Series 7 and 66 registrations; held through LPL Financial as well as life and variable insurance licenses.
Jody lives in Lambertville with his wife and two children and prides himself on building strong relationships with his clients. He works with clients to develop and monitor strategies to meet their financial, retirement, and savings goals.
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*Securities and advisory services offered through LPL Financial, a registered investment advisory, Member FINRA/SIPC. Insurance products offered through LPL financial or its affiliates. Monroe Bank & Trust and Monroe Financial Advisory Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Michigan and Ohio.