Cody joined BCA Private Wealth to provide back-office support and operational efficiency to the team. He is responsible for monitoring client account activity, ongoing account maintenance, and portfolio reconciliation. Prior to joining BCA Private Wealth, Cody gained working experience in Client Services and Operations through the Banking industry. Cody has a degree in business with a minor in finance from Truett McConnell University. In his free time, he enjoys playing golf, attending football games, and traveling.
Contact Cody for
- Financial Analysis
- Investment Analysis
- Tax Analysis
- Insurance Analysis
- Client Services and General Questions
- Distribution Services
- Investment Account Processing
- Insurance Services
