Gregory J. Moodie, CFP®
Relationship Manager, Eastern Bank Wealth Management
Gregory Moodie, CFP® is a Wealth Management account officer providing financial planning and investment guidance to individuals, families, charities, and corporations.
Mr. Moodie joined Eastern Bank Wealth Management in June of 2016. Before working as a Relationship Manager, Mr. Moodie served as a Senior Account Service Administrator, and was responsible for maintaining client relationships, ensuring accurate and proper documentation of client accounts and transactions and managing daily account balances. Prior to Eastern Bank, he worked as a Senior Associate for Commonwealth Financial Network supporting their network of independent financial advisors with operational and client service expertise.
Mr. Moodie is a Certified Financial Planner™ practitioner and completed Boston University’s Certified Financial Planner program. He holds an undergraduate business degree from Wake Forest University.
Mr. Moodie can be reached at 617-897-1181 or by email at [email protected].