Kristopher Moody

Kristopher joined Baron Silver Stevens Financial Advisors as a Wealth Advisor in 2011. Prior to joining the firm, Kristopher worked for First Merit Bank in Ohio. He started his career at the bank working on the trading desk and as a portfolio analyst. He was later promoted to the wealth management division as part of an advisory team serving the bank’s high net worth clients. 

At Baron Silver Stevens Financial Advisors, Kristopher is responsible for delivering investment advisory and wealth management services to the firm’s individual clients, businesses, and foundations. He works closely with these clients on a variety of wealth management issues, including investment management, cash flow management, risk management, and multi-generational family planning. As a wealth advisor for the firm, Kristopher is extensively involved in the development, implementation, and reexamination of customized financial plans and investment portfolios.

Additionally, Kristopher is a member of the Baron Silver Stevens’ Investment Policy Committee and acts as the firm’s specialist regarding social security strategies.  Kristopher is also an adjunct professor at Florida Atlantic University.

Kristopher is a graduate of Lake Erie College where he received his MBA® and earned his Bachelor’s Degree at Kent State University.  Kristopher has achieved his status as a CERTIFED FINANCIAL PLANNER™.  He is an Investment Advisor Representative and retains the Series 7 and 66 securities registrations.

Kristopher resides in Fort Lauderdale, Florida with his wife Michelly and his two kids, Sebastian and Sasha.