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 Cetera Investment Services 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck https://brokercheck.finra.org.
Located at 10 Washington St., Monroe, MI 48161 800.321.0032
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.