Cody’s clients appreciate his straightforward demeanor as he helps provide clarity to the decisions that shape their financial lives and help them pursue their most meaningful goals. He works to develop deep relationships built on trust with his clients so as best to curate and maintain plans and investment portfolios to suit their lives. These partnerships, he knows, can only be built through unimpeachable integrity – he holds himself to a high standard of ethics, so his clients know he is working in their best interests.
In addition to his affinity for numbers, Cody is also a natural people person and problem solver. These skills help him guide his clients through life’s big questions, and through determining what’s most important to them. He knows that everyone has unique circumstances and tolerances for risk, and he knows there is no one-sized box to meet everyone’s needs. He takes the time to work with each of his clients individually so they understand their plan and can see progress along the way.
Prior to joining Raymond James in 2021, Cody’s practice had been affiliated with Edward Jones. He was drawn to Raymond James for its resources, investment platform and commitment to professional independence, integrity, and the importance of the relationship between financial advisors and their clients.
Cody is a graduate of Marshall University in his home state of West Virginia and earned a Bachelor of Business Administration in finance. He is an active volunteer with his church and its various ministries, and enjoys CrossFit training, water skiing and wakeboarding.
