Team

The Moseley Investment Management Team

The financial professionals at Moseley Investment Management have broad financial planning knowledge and take a comprehensive approach to address your financial and retirement planning, and investment management needs. Our dedication to the profession and to our clients is evident in the respect we believe we have garnered from our colleagues in the financial planning industry.

Advisory Representatives maintain and hold series 65 licenses. This allows us to align our advice better with your needs. We value your experience with our firm. Our team has a desire to build great rapport and open communication with you and your family. This type of relationship helps us make well-guided personalized financial decisions that fit your life. 

Meet the skilled individuals that make up the Moseley Investment Management Team:   

 
Susan founded Moseley Investment Management in 1990 and serves as President of the company. She is a graduate of the University of Florida where she earned a BS-BA degree in Finance. Susan then became one of the first women to earn the...

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Since 2008, Ryan Moseley has served on Moseley Investment Management’s investment committee. As our economist, Ryan provides research on current economic and political events affecting market movements. He assists in determining...

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Dina Villalobos, IACCP

Branch Operations Manager/Chief Compliance Officer

(941) 745-2799

With over 11 years experience in the Financial Industry, Dina joined Moseley Investment Management in May of 2007 as the assistant to Susan Moseley. Her primary responsibilities include servicing client accounts, compliance and...

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In 2007, Linda became a part of the Moseley Investment Management team. She schedules client appointments and coordinates client events. Linda is also responsible for setting up quarterly investment reviews. Linda has lived in...

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Allyson Jenks

Marketing Director/Relationship Manager

(941) 745-2799

Allyson joined the Moseley Investment Management, Inc. team in early 2016. She comes with over 6 years of client management and marketing experience. As Relationship Manager, she helps maintain and establish meaningful client and...

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Laurie joined Moseley Investment Management, Inc. as a Portfolio Manager in early 2016. Laurie has a B.A. in Economics from Rhodes College, an M.B.A. in Management at the University of Tennessee, and is Series 65 liscenced. Laurie has...

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Thomas A. Moseley, born in Denver, Colorado in 1956, received a B.S.B.A. degree with high honors in Finance in 1978 from the University of Florida. He earned his J.D. in 1981 from Stetson University College of Law and a Master of Laws...

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