Mr. Moy has over thirty-five years of experience managing wealth. He began his Wall Street career in 1985 where he held esteemed positions as a Senior Vice President and Portfolio Manager at Merrill Lynch Wealth Management for over 28 years. Morgan Stanley later recruited him in 2012 as a First Vice President, Portfolio Manager Director, Financial Advisor.
Mr. Moy is a portfolio manager and specializes in building the net worth of his clients by creating strategies and constructing comprehensive financial plans for wealth accumulation, preservation, distribution, business succession, and tax planning.
“It is very important that my clients understand the quality, risk, and time horizon associated with their investment portfolio. Patience, discipline, and knowledge are imperative to making comfortable productive investment decisions together."
After dedicating most of his life to assisting clients in a corporate environment, Mr. Moy made a professional decision to launch Moy Wealth Advisors. This new independent venture provides him more flexibility and access to all the major Wall Street firms without the limitations of working for one company. Ultimately, this will be a significant benefit for all of his clients.
At Moy Wealth Advisors, the client gets the best of both worlds. They get the protection of the bigger Wall Street firms and the customization that only independent firms can provide
Mr. Moy brings his experience, wisdom, and knowledge to do what is in the best interest of his clients.
1) Financial security and protection
2) Understanding the economic environment to maximize return
3) Manage risk and expectations
Servicing a client base of high net worth investors, corporations, and retirement plans assisting them to achieve their financial goals.
Mr. Moy earned his Bachelors of Science degree in Finance at the University of Illinois in Chicago. Kerry is a Portfolio Manager and holds his Series 7, and Series 63 licenses.
Kerry is also an accomplished musician and spends much of his free time composing and recording jazz in his home studio.