Julius R. Moody II, MBA, CRPC

Julius R. Moody II, MBA, CRPC

Financial Advisor

Prior to LPL Financial Advisors acquiring W&R Advisors in 2021, Julius first joined Waddell & Reed in 2009.  Before that, Julius spent the prior 11 years of his career at Merrill Lynch beginning in 1998.  As a Financial Advisor, Julius draws on his background to help people understand the importance of financial planning and the complex issues involved in determining and pursuing their financial goals.  He takes complex issues and explains them in a down-to-earth and easy way to understand.

Julius (Reynard) was born in Leland, MS and raised in Grenada, MS.  He attended and graduated with a B.S from Mississippi State University and earned his M.B.A from the University of Memphis.  He married Jeanne Lane Barnett and was blessed with two sons Hayden and Gavin. Julius currently lives in Germantown, TN and attends Germantown United Methodist Church. Since 2010, Julius has served as Chairman of Germantown Financial Advisory Commission for the city of Germantown.  He also volunteers for the FedEx St. Jude Golf Classic.

It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.