Will Moody

Vice President,
Financial Advisor

Education & Other Highlights

Will Moody is a wealth management financial advisor based in Charlotte, NC.

Will joined CAPTRUST in 2021 as a vice president and financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. He utilizes a full range of investment strategies to create and continually evaluate comprehensive financial plans, tax optimization strategies, and estate plans for his clients.

Will joined CAPTRUST from Bank of America, where he served as a vice president in Corporate Strategy. In this role, he helped drive strategic initiatives for the firm and assisted leaders with acquisitions, divestitures, and private equity investments. Will earned a Bachelor of Science degree in financial management from Clemson University and has worked in financial services since 2015.

Outside of work, Will serves as a board member and treasurer for Charlotte’s Monroe Road Advocates (MoRA) and the W. Brian Moody Foundation. He enjoys attending Clemson football games and being involved in his local church in Charlotte.


  • Bachelor of Science degree in financial management from Clemson University


  • Board member and treasurer, Monroe Road Advocates (MoRA)
  • Board member and treasurer, W. Brian Moody Foundation

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2021 (CAPTRUST Charlotte)


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