Employee David Moody

David Moody

Dallas
2121 N. Pearl St., Suite 1230
Dallas, TX 75201

PHONE NUMBER: 214-743-8440
TOLL-FREE: 866-517-3400

This professional also serves clients in Austin

David J. Moody

Senior Vice President

David Moody is a business development officer for CIBC Private Wealth Management in Dallas, with 11 years of financial industry experience. In this role, he fosters new and existing relationships with high net worth clients, family offices, foundations, endowments and key intermediaries.

Prior to joining the firm, David was a vice president and wealth director at BNY Mellon, where he helped lead the M&A practice in Texas and worked closely with business owners preparing to enter liquidity events. Previously, he was a vice president and financial advisor at Bernstein Global Wealth Management, where he provided investment advice and wealth planning services to individuals, families and professionals regarding their respective trusts, foundations, endowments and retirement plans, in addition to other planning matters.

David received a Bachelor of Arts degree in communications from Auburn University and holds the Certified Exit Planning Advisor certification.

 

 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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