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.
Financial advisors maintain and hold series 65 licenses through LPL. 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...
Since 2008, Ryan Moseley has served on Moseley Investment Management’s investment committee.As our portfolio manager, he is integral in the security selection process, financial planning, and determining financial strategies ...
Dina brings over 25 years of experience to her role as operations manager. Her primary responsibilities include overseeing the day-to day operations of MIM.
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...
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 licensed. Laurie has...
