Michael Moy has been with TFCU Financial Advisors since 2009 and has been in the financial services industry since 2005. Michael came to TFCU Financial Advisors from Morgan Stanley and was formerly Vice President of Investments at JP Morgan Chase Investment Services. Michael holds a Bachelor's Degree of Science in Finance from Southern Nazarene University.
Michael holds the following licenses:
- Series 7 General Securities
- Series 66 Investment Advisor
- Oklahoma Life & Health Insurance
Michael helps his clients with both securities and insurance needs. He focuses on building a financial plan to help his clients reach their goals. He and his wife have two boys.
"The key to running my practice is by knowing and serving my clients better than others. I run a comprehensive financial planning practice that focuses primarily on serving both retirement and pre-retirement clients. By developing a relationship with my clients and determining their goals and expectations, I am able to utilize a vast array of financial products that are best suited to correspond with my client's individual needs."
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.