MBT Investment Services
Jody joined MBT Investment Services in 2015 as a Financial Advisor. Originally licensed in 1992, Jody has had over 20 years of experience in finance, business, and mortgage banking. During his career he has gained valuable experience at various firms including Merrill Lynch, PNC Investments, and JP Morgan Securities. He is a fully registered financial advisor with FINRA Series 7 and 66 registrations; and also holds insurance licenses in life and variable through LPL Financial.
Jody lives in Lambertville with his wife and two children and prides himself on building strong relationships with his clients. He works with clients to develop and monitor strategies to meet their financial, retirement, and savings goals.
or call 800-321-0032 for more information.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.The information above is not intended nor should it be used as a substitute for the advice of an attorney, estate or tax planner, whose advice should be sought to review your personal circumstances and goals. Monroe Bank & Trust and MBT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Ohio.