Beth Moody

Beth Moody began her career in financial planning in 2010 and joined The Welch Group team as an Associate Advisor just two years later. With a passion for helping others and problem-solving, Beth quickly grew to love the profession where she could practice both simultaneously. However, after serving clients for more than 15 years, what she truly appreciates the most are the relationships she has built over time. It is so rewarding to work with someone and see that work we’ve done together not only changes their balance sheet but also has an impact on their families.

Now serving as a Member and Director of Financial Planning, Beth collaborates with the firm’s advisory teams to support the quality and consistency of our financial planning. She values the opportunity to exchange ideas with other advisors and draw on their collective experiences when considering each client’s needs and the firm’s overall processes.

Outside of her work at The Welch Group, Beth loves to travel, play mahjong, and spend time with her husband and their two daughters. She can often be found cheering from the sidelines at her daughters’ softball games.