Moody, Lynn, Lieberson & Walker
Financial Services • 
Boston, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | One Boston Place, 37th Floor, Boston, MA 02108, US |
| Phone number | +16179730590 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1989 |
| Employees | 11-20 |
| Socials |
Key Contacts at Moody, Lynn, Lieberson & Walker
Robert Lieberson Cfa Cpa Aep
Managing Principal, Cfo & Director
Judith Schreiber Rowland
Director Of Wealth Planning Strategy
Moody, Lynn, Lieberson & Walker Email Formats
Moody, Lynn, Lieberson & Walker uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@moodylynn.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@moodylynn.com | 72.7% |
{first name}{last name} | johndoe@moodylynn.com | 18.2% |
{first initial}{first initial}{last name} | jjdoe@moodylynn.com | 9.1% |
About Moody, Lynn, Lieberson & Walker
Moody, Lynn, Lieberson & Walker, LLC is a boutique, independent wealth management firm created to manage the financial affairs of individuals and their families. With personalized planning and sophisticated investment management, we are committed to the financial well-being of our clients. Our goal is to provide superior investment performance and personal service to our clients. We work to design customized investment plans to meet the investment objectives and the needs unique to each of our clients. In order to better understand the impact of investment decisions, our clients also work closely with our wealth planning specialists as we design and execute customized holistic strategies that will positively affect not only our clients, but their families and future generations.
Moody, Lynn, Lieberson & Walker revenue & valuation
| Annual revenue | $12,200,000 |
| Revenue per employee | $813,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $39,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Moody, Lynn, Lieberson & Walker has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Moody, Lynn, Lieberson & Walker has never raised funding before.
Moody, Lynn, Lieberson & Walker Tech Stack
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Frequently asked questions
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