MMA Group - Meet The Team
Salam M. Assaf, MBA, CRPC, CPFA
Financial Advisor
901-685-2716
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...
Julius R. Moody II, MBA, CRPC
Financial Advisor
901-685-2716
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...
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.
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.