Moseley Investment Management, Inc.

Dina Villalobos is a financial advisor at Moseley Investment Management, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Moseley Investment Management since 2007. Moseley Investment Management provides financial planning, consulting, and portfolio management services to individuals, pension and profit-sharing plans, estates, and business entities. The firm uses fundamental analysis to construct portfolios tailored to clients’ objectives, employing a range of securities and option strategies, and manages held-away accounts through a third-party platform.

Ryan Moseley is a CFA® charterholder with 11 years of industry experience. He has been with Moseley Investment Management, Inc. since 2008, where he serves as an advisor alongside two colleagues. Moseley Investment Management provides financial planning, consulting, and portfolio management services to individuals, pension and profit-sharing plans, estates, and business entities. The firm employs fundamental analysis and constructs portfolios using individual securities, ETFs, mutual funds, and bonds, with some clients utilizing option strategies and held-away account management through a third-party platform.

Laurie Tinnell is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has been with Moseley Investment Management, Inc. since 2016 and previously worked for Bradenton Country Club for 12 years. Outside of her advisory role, she serves as a general partner managing a family stock portfolio and acts as trustee for a family estate. Moseley Investment Management provides financial planning, consulting, and portfolio management services to individuals, pension and profit-sharing plans, estates, and business entities. The firm employs fundamental analysis to construct portfolios with a mix of individual securities, ETFs, mutual funds, and bonds, and is notable for its use of option strategies and integrated management of held-away accounts.

Susan Moseley is a financial advisor at Moseley Investment Management, Inc. in Sarasota, FL, holding a Series 63 designation with 26 years of industry experience. She has been with Moseley Investment Management since 1990. Moseley Investment Management provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, estates, and business entities. The firm uses fundamental analysis to construct portfolios tailored to clients’ objectives, time horizons, and risk tolerances, and incorporates options strategies and held-away account management through a third-party order management system.