A Unique TeamA major determining factor in your ability to work toward your goals, is getting the proper advice.
Carey S. Moy
CEO / Co-Advisor
Growing up in the small farming and ranching town of Falls City, Texas, Mr. Moy understands that hard work is needed to achieve success. With over 18 years of experience, Mr. Moy has fostered relationships that allow him to continue to work with clients to build and pursue their retirement and financial goals. His calling to the Financial Services industry began with a degree in Finance from The University of Texas in San Antonio. Since that point, Mr. Moy has continued to build proficiency and continually expand upon his knowledge of the industry and management.
In 2011, Mr. Moy along with Mr. Stewart, founded nePara Group, Inc. to direct undivided focus on the financial management and planning of their clients assets. With the immediate recruitment of Mr. David Espinoza to the team, nePara Group now finds itself among one of the larger financial services firms in South Texas.
Mr. Moy is the CEO of nePara group, Inc. and provides leadership to the team but his primary focus continues to be on his client’s investment strategies. The team members he has at his side allow him to remain singularly focused on the portion of the business which continues to be his passion.
Mr. Moy and nePara participate in and provide financial support for several charitable activities in San Antonio and the surrounding communities. Mr. Moy is recently married to his beautiful wife Lillie, and in doing so, became a proud stepfather to Jessika who is currently a Junior at Texas A&M University.
Mr. Moy is a registered principal with LPL Financial and holds his FINRA Series 06, 07, 24, 63, and 65 registrations through LPL Financial.
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