Community 2019

RMD Meals from the Heart - May 14, 2019

Our Compliance Officer Dina Villalobos is a volunteer at the Ronald McDonald House, where she contributes her time and love towards serving her community. The RMD meals from the heart volunteers plan the menus, purchase food, and prepare meals for the families staying there so they will have a home-cooked meal.


Moseley Investment Summer Internship Program - May 15, 2019 

Susan Moseley, along with our Moseley Investment team, is proud to introduce Michael Hirabayashi. Michael is one of our summer interns coming to us from the University of Florida Warrington College of Business. One of the top students of his class, he is a Finance major with a BS in Business Administration.



University of Florida Job Fair - March 29, 2019 Gainesville, Fl

Great day for Susan Moseley and Ryan Moseley interviewing top finance majors for summer internship. They were both so impressed with the quality of students.

UF Breakout Room Dedicated to  Susan's mother Doris Shepard

The Moseley booth was down the hall from the Shepard Breakout Room!

March 2019 SRQ Women in Business - SMARTGIRL Leadership and Mentorship Luncheon

Our Founder and President Susan Moseley took part in a community event which focused on mentoring and encouraging young girls in our Sarasota and Manatee County Middle Schools. SRQ Media hosted a soft-skills focused SMARTGIRL luncheon where a leader-mentor, like Susan, was present at each table to connect with the girls and give them the opportunity to ask their most burning questions about their desired career path.

March 2019 Glenridge Tennis Pro-Day

Our Portfolio Manager Laurie Tinnell and several tennis pros held lessons at Glenridge on Palmer Ranch.