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Connie Mosley, LUTCF, FSSFinancial Services Representative
Phone: 813.672.6293 Connie Mosley has had the opportunity to work with Bryon Holz & Associates since 1994. She attained her Life Underwriters Training Council Fellowship designation (LUTCF) and later became a Financial Services Specialist (FSS). Connie has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for many years and is currently President-Elect of NAIFA-Tampa. She recently completed an extensive financial advisor coaching program. Over the past two decades, Connie has helped clients put together an individual game plan to assist them in avoiding financial mistakes and help them with financial independence through:
Developing savings strategies
Evaluating insurance needs
College funding for children
Implementing retirement strategies
Preserving assets
Providing for long-term care
A graduate of Tampa’s University of South Florida, Connie has a bachelor’s degree in education and had spent 30 years in the Hillsborough County School system, where she taught mathematics. She retired several years ago in order to spend more time with her clients and family.
Connie is a life-long resident of Riverview, Florida. She is a widow and has three daughters and five grandchildren. She regularly volunteers and is active in her church where she is currently their treasurer.
As a widowed retired school teacher under the Florida Retirement System, Connie is especially qualified to assist FRS members approaching retirement. Give her a call TODAY to schedule your personal financial check-up!
*The American College (founded in 1927) and the National Association of Insurance and Financial Advisors (NAIFA, founded in 1890) jointly confer the LUTC Fellow (LUTCF) and Financial Service Specialist (FSS) designations. An advisory board, the Financial Services Training Council (FSTC), consisting of leading industry representatives, provides advice and counsel to ensure that the LUTCF and FSS designation programs meet the needs of the insurance and financial community and The American College’s high standards of academic excellence.
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*Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA & SIPC and a registered investment advisor. Fixed and/or Traditional Insurance Services may be offered through Bryon Holz & Associates, which is not affililated with SagePoint Financial or registered as a broker-dealer or investment advisor. SPF does not give tax or legal advice. This communication is strictly intended for individuals residing in the states of FL, KY, MO, and NC. No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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