MMA Group - Meet The Team

Salam M. Assaf, MBA, CRPC, CPFA

Financial Advisor

901-201-4300

901-685-2716

salam.assaf@lpl.com

After joining Waddell & Reed in 2009, Salam developed her practice providing clients with a variety of financial solutions, including retirement and investment planning, risk management, and employee benefits education. In her role as...

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Julius R. Moody II, MBA, CRPC

Financial Advisor

901-612-2962

901-685-2716

julius.moody.ii@lpl.com

Julius first joined Waddell & Reed in 2009 after spending the prior 10 years of his career at Merrill Lynch. As a Financial Advisor, Julius draws on his background to help people understand the importance of financial planning and the...

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CRPC® Designation


The CRPC® designation is the end result of a comprehensive program that helps financial advisors master the entire retirement planning process, going far beyond retirement income.  There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

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CPFA® Designation


The Certified Plan Fiduciary Advisor (CPFA®) designation demonstrates a financial advisors knowledge, expertise and commitment to working with retirement plans. Advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

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