February 2018 Part of the Moseley Investment team at the TD Ameritrade National LINC Conference in Orlando, FL.
November 2017 Ryan and Susan Moseley at the Forty Carrots, "Wine Women & Shoes" VIP Reception in Sarasota.
October 2017 Headline sponsors Moseley Investment Management at the first YMCA Parrish Charity classic at River Wilderness Golf & Country Club in Parrish.
April 2017 President and CEO Susan Moseley at the SRQ Women In Business Awards Luncheon. Susan was announced as a Finalist of the 2017 Leadership Circle.
April 2017 Portfolio Manager Laurie Tinnell at the Suncoast Tennis League 2017 Awards supporting the senior men’s team tennis in Sarasota and Manatee Counties.
March 2017 Founder and CEO Susan Moseley at Google Headquarters in San Francisco, California.
March 2017 Founder and CEO Susan Moseley at the Barron's Top Independent Advisors Summit in Orlando, Florida.
December 2016 Susan Moseley and her team hosted over 100 local clients and friends to celebrate the last stock exchange trading day of 2016. The Moseley Investment Management Closing Bell Party is a long standing tradition for the firm.
December 2016 Chief Compliance Officer Dina Villalobos at the New York Stock Exchange, World Trade Center Memorial, and Brooklyn Bridge.
November 2016 Portfolio Manager, Ryan Moseley, supporting the Forty Carrots Family center at the 2016 Wine Women and Shoes Sarasota signature luncheon. Ryan participated as a Soleman for the event, which included raising funds for Forty Carrots through selling wine and also a routined dance performance for all attendees. This is his second year participating.
October 2016 Chief Compliance Officer, Dina Villalobos, and Relationship Manager, Allyson Jenks, supporting the 2016 Sarasota Memorial Healthcare Foundation, Inc. Key to the Cure Event at Saks 5th Avenue in Sarasota. Since 2005 SMHF has partnered with Saks raising over $1.1 million to support Women's Cancer Programs at SMHCS.
October 2016 Portfolio Manager Ryan Moseley (left) at the 2016 Wine Women and Shoes Soleman Reception benefiting Forty Carrots Family Center.
July 2016 Moseley Investment Management, Inc.'s Dina Villalobos (center) has been named as a Board Member to the non profit organization Heels to Heal. Heels to Heal Therapy Resource program engages the services of licensed therapy providers to help survivors of domestic violence and sexual assault receive counseling. The counseling services provided by licensed therapists are funded by Heels to Heal Therapy Resource Program. Many of the licensed health counselors also provide life coaching skills to assist you in career exploration and parenting workshops.
July 2016 Moseley Investment Management, Inc. held their monthly private brief. July's presentation was a Half Time report on the events that took place in the market during the first half of 2016.
June 2016 Moseley Investment Management, Inc. at their first Private Brief "Options 101". The Private Briefs are an exclusive ongoing series for our clients and a guest. Each Private Brief focuses on a specific subject relating to investing and wealth management.
May 2016 Founder and CEO Susan Moseley at the Barron's Top Independent Women Advisors Summit in New Orleans. Susan was selected by TD Ameritrade to attend this inaugural event.
April 2016 Founder and CEO Susan Moseley at SRQ Magazine's "Hear Me Roar" awards luncheon at The Francis in Sarasota, Florida. SRQ Magazine formed the Women in Business Initiative as a year-long program engaging the participants in the annual Women in Business Competition to create highly-dynamic personal networking that catalyzes community leadership through the science and art of mentorship. We look forward to becoming a part of this initiative.
April 2016 Allyson Jenks attends the 2016 Prohibition Party supporting A Life Story Foundation on behalf of sponsors Moseley Investment Management, Inc. Friends in the community gathered to raise funds for ALS research, and to honor and remember those with ALS.
Our portfolio manager, Laurie Tinnell, pictured with local tennis professionals. These professionals volunteer their skills and expertise to provide end of season clinics for the SunCoast Senior Men's tennis league at Meadows Country Club in Sarasota, Florida
APRIL 2016 Founder and CEO Susan Moseley (left) with Mickey Wyss and Allyson Jenks (right) at the Charity Bar Night for Multiple Sclerosis in Lakewood Ranch, Florida. Susie and Mickey Wyss ride with the Team Copaxone to raise money for cutting-edge research, programs and services for everyone impacted by Multiple Sclerosis.