Connie Mosley, LUTCF, FSS

Connie Mosley, LUTCF, FSS

Financial Services Representative

Connie Mosley joined Bryon Holz & Associates in 1994, quickly becoming the heart and soul of the team.  Her passion to serve others led her to attain the Life Underwriters Training Council Fellowship designation (LUTCF) and to became a Financial Services Specialist (FSS).  Connie's comittment to excellence is evidenced by her long-time membership in the National Association of Insurance and Financial Advisors (NAIFA), and is a Past NAIFA-Tampa Bay President.  She regularly attends national conferences, often partners with fellow colleagues and professionals, and has successfuly completed an extensive financial advisor coaching program.

For nearly three decades, Connie has helped clients structure individualized plans to help them avoid common financial mistakes and guide them to financial independence through: 

  • Implementing Retirement Strategies
  • Developing Savings Systems
  • Evaluating Insurance Needs
  • Selecting College Funding Plans
  • Preserving Assets
  • Providing for Long-Term Care 

A University of South Florida graduate, Connie  spent 30 years as a Hillsborough County School math teacher, choosing to retire relatively young in order to spend more time with her family and clients.

A life-long resident of Riverview, Florida, Connie is a widow and matriarch of a beautiful family of three daughters, five grandchildren, and growing.  She is a long-time servant leader in her faith community, teaches community personal finance courses, and serves tirelessly as a Guardian ad Litem.

Connie's background and experience allow her to guide Florida Retirement System members through retirement, DROP, and other retirement issues. 

Contact Connie 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.

Phone 813.672.6293
Fax 813.677.6363
Mobile Phone 813.766.7104