mooney financial - kyle p mooney · mooney financial is a marketing name for kyle p mooney in their...

MOONEYFinancial

kylemooney.com904.359.8469

®

Helping ClientsTransitionfrom Successto Significance.

4190 Belfort Rd Ste 351Jacksonville, Florida 32216kylemooney.com | 904.359.8469 | ®

Understand our Values.

O U R M I S S I O N :

Mooney Financial acts a fiduciary in the Planning and Advisory space. Our goal is to bring

clarity around your Mission, Vision, Values and Goals. We are experts in both personal and

business planning and are uniquely skilled in understanding how the two merge together. We

advise on every dimension of your plan, applying forward-thinking strategies. We’ll anticipate

your risks and execute wisely.

O U R P R O M I S E :

1 To help you paint your own picture.

2 To lift you up to your next level of success.

3 To help you transition to your second half of life.

4 To always act in your best interest in every phase of planning.

5 To communicate.

6 To give you permission to enjoy the fruits of your labor,

knowing you have a team of experts behind you.

MOONEYFinancial


O U R P H I L O S O P H Y :

Having a plan is the cornerstone to building wealth and making it last

» The Plan serves as a filter by which all current and future decisions can be sifted through

» Our goal is to help co-execute so you can do the things that add value to your life,

relationships and your time

» Every plan will address risk that can cause you to navigate away from your ultimate goal:

Longevity, Market Risk, Inflation, Impact of Taxes, Cost of Health Care, and Impact of a

Long-Term Care Event.

W E B E L I E V E :

» Financially Secure Families and Firms have better and more fulfilling lives.

» Life is more rewarding for those who not only plan but execute.

» All the planning in the world becomes of no use unless we protect the most basic risks:

protection against loss of income, premature death, outliving your money

and proper estate planning.

» Technology will not replace relationships.

» Having a strategic retirement distribution plan helps to ensure your money will last.

» Everything in life that is truly rewarding takes discipline, dedication and time.

Understand our Values.

MOONEYFinancial


Our relationship begins with fearless conversations.We challenge ourselves — and we’ll challenge you—to think clearly. From everyday needs

to big aspirations, what matters to you? We’ll map out what it will take to get there.

MOONEYFinancial Meet the Team.

L E A D E R S H I P

[email protected]

(904) 359-8469

KYLE MOONEY | Estate & Business Planning SpecialistChFC®, LUTCF, AEP® Wealth Management Advisor

Kyle has more than 20 years of experience in providing Estate and

Business Planning and Advisory Services to successful individuals,

businesses, families, and corporate clients. What he enjoys most about his

role, he says, is the dynamic nature. Among his strengths is helping clients

understand the value of Mooney Financials planning approach and

wealth advisory services: “This, coupled with our discovery process,

reinforces for clients how Mooney Financial, as a firm, fully understands

their current situation. In turn, they feel confident and supported in meeting their objectives whether they

are personal and/or business, financial, corporate or professional.”

In 2005, Kyle began doing business as Mooney Financial, while maintaining affiliation with Northwestern

Mutual Wealth Management Company, a respected firm with over $250 billion in assets and $28.2 billion in

revenues (figures as of 12/31/2016). Kyle believes Northwestern Mutual provides access to some of the finest

available financial planning software, top-tier access to home office advanced planning attorneys,

conservative compliance oversight and additional support staff. He says, “This allows me to provide the level

of sophisticated planning solutions my clients expect.”

During his time Kyle's earned his Chartered Financial Consultant (ChFC®), Accredited Estate Planner

(AEP®) and Life Underwriting Training Council Fellow (LUTCF) designations. Kyle also holds his series 6, 7

and 63 licenses and certified in Exit Planning.

“I find great satisfaction in helping our clients achieve 'Clarity' around the things that are most important

to them. We deliver on our promise in Helping Clients Transition from Success to Significance.”


Meet the Team.MOONEYFinancial

BEN D. CARTER | Financial Representative

Ben is passionate about helping our clients build and grow to achieve

their most desired outcomes. He is a valued partner who knows

deeply the challenge that we all face when navigating the peaks and

valleys of life. Ben helps align our clients’ intentions with their

actions through a comprehensive and transparent planning process.

His goal is to provide a platform that secures financial freedom through personal and business

planning analysis. This process enables business owners/key executives, employees and professionals

to thrive in all stages of their planning.

Ben is a Vermont native who holds a B.S. from Jacksonville University where he attended on a

lacrosse scholarship. He currently has his series 6, 63 and Life, Heath and Variable Annuity licenses.

[email protected]

(904) 710-5333



KEVIN SIDES | Director of Investment Services | CFA, CFP®

Kevin is the Director of Investment Operations at Mooney Financial.

He is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNERTM

professional and holds series 7 and 66 licenses. He graduated from the

University of Florida with his B.A. in Economics and a minor in

Business Administration.

The CFA globally recognized certification in the field of

investment management and research analysis. He is also member CFA® Institute.

In this role, Kevin is dedicated to the development and articulation of market and investment

strategies for Kyle’s clients. He provides support around the areas of asset management, distribution

strategies, portfolio construction, and investment allocation and is responsible for communications

regarding market and economic insight for all of Kyle’s Advisory clients. Kevin will often be present

in meetings to address investments in both the business and personal planning space.

REMI | Remi is an American Kennel Club Standard Poodle who is

in training for disability therapy. He loves to show off his cool dog

tricks and hang out during the meeting. Remi has a gentle and even

keeled temperament – he loves to give clients “high-fives”, chase

lizards, take naps and eat treats. He is hypoallergenic and is safe for

everyone. One key element of Remi’s training is to be socialized daily and he is loved by staff, clients

and office neighbors alike. A trip to Mooney Financial isn’t complete without a visit with Remi!

[email protected]

(904) 574-8470



CORLEENE C. MOONEY | Financial Planning Consultant | MBA, CFP®

Corleene works closely with clients to help them identify their

goals, develop and implement planning strategies, as well as

provide continuous support and guidance to help them stay on

track with their objectives.

She works with our exceptional team to ensure the plan is

executed and updated as life evolves. “I enjoy helping clients work towards goals, solve problems that

arise, and uncover risks that they might not have considered.” Corleene assists Kyle with advanced

planning, and is fully licensed in Life/Health Insurance. Corleene holds her CERTIFIED FINANCIAL

PLANNERTM certification, MBA, and BBA with a concentration in Accounting.

GABY LEON | Operations Manager | MBA

Maria Leon, who goes by “Gaby” is charged with the day-to-day

operations of the firm. Execution and operational excellence are

her bywords. She has the privilege to be involved in most facets of

the firm, and has enjoyed being part of Mooney Financial’s growth

and success. Gaby is fluent in three languages – Spanish, English

and French and is a member of Beta Gamma Sigma.

While attending Graduate school, Gaby served the rehabilitation community as an interpreter.

Gaby earned her B.A. in International Business through Excelsior College in NY and her MBA

through Jacksonville University in FL. She graduated with honors in 2015 and was recognized in

Jacksonville Advantage Business Magazine as one of "Jacksonville’s 2015 Top 40 Talent".

[email protected]

(904) 574-8471

[email protected]

(904) 359-8469

4190 Belfort Rd Ste 351Jacksonville, Florida 32216



®

Let’s create a plan.

Mooney Financial is a marketing name for Kyle P Mooney in their capacity as a representative of Northwestern Mutual and is not a legal business name. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Kyle P Mooney is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC) , Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

MOONEYFinancial

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