Connie S. Mosley, FSS, LUTCF

Connie S. Mosley, FSS, LUTCF

Phone: 813-766-7104
Fax: 352-597-0540
E-mail:

For over fifteen years, Connie Mosley has had the opportunity to work in the financial services industry with floridaFIN. She attained her Life Underwriters Training Council Fellowship designation (LUTCF) and most recently became a Financial Services Specialist (FSS).  She has been a member of the Florida Association of Insurance and Financial Advisors (FAIFA) for many years and is currently the Vice President for Programs on the board of Tampa Association of Insurance and Financial Advisors (NAIFA-TAMPA).  Connie has spent 2008 in an extensive financial advisor coaching program.

 

Since 1994, she has helped clients put together a game plan to assist them in striving to avoid financial mistakes and help them with financial independence through:

 

·         Developing savings strategies;

·         Evaluating insurance needs;

·         College funding for children;

·         Implementing retirement strategies;

·         Help preserve assets;

·         Providing for long-term care.

 

A graduate of Tampa’s University of South Florida, Connie has a Bachelors degree in Education and had spent 30 years in the Hillsborough County School system, where she taught mathematics.  She retired several years ago in order to spend more time with her clients and family.

 

Connie is a life-long resident of Riverview, Florida.  She is a widow and has three daughters and five grandchildren.  She regularly volunteers and is active in her church where she is currently their treasurer.