H. Duncan Moseley

Corporate Officer/Principal at

State Bar of Georgia

Consumer Services

Commercial Services

Finance

Profile

Mr. H.
Duncan Moseley, III, is Vice President at Sanders Financial Management, Inc. He is a member of the State Bar of Georgia, the Fiduciary Section of the Georgia Bar and the Atlanta Estate Planning Council.
Outside of providing tax advice to clients, he enjoys spending time with his white boxer, Blackjack, debating politics, playing tennis, meeting up with old friends at UGA football games and traveling to Europe.
Mr. Moseley receiving his Bachelor's Degree in Finance in 1993 from the University of Georgia, he attended the Walter F.
George School of Law at Mercer University in Macon.
He completed his Master's in Estate Planning from the University of Miami.
He is NASD Series 65 licensed.

H. Duncan Moseley active positions

Companies	Position	Start
State Bar of Georgia State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services Provides legal services	Corporate Officer/Principal	-
Atlanta Estate Planning Council, Inc. Atlanta Estate Planning Council, Inc. Miscellaneous Commercial ServicesCommercial Services Provides education and fellowship for the members of professional disciplines includes CLUs, trust officers, attorneys and CPA’s	Corporate Officer/Principal	-

All active positions of H. Duncan Moseley

Former positions of H. Duncan Moseley

Companies	Position	End
Sanders Financial Management, Inc. Sanders Financial Management, Inc. Investment ManagersFinance Sanders Financial Management's (SFM) customized portfolios are invested in stocks, bonds and mutual funds in accordance with each client's objectives and time horizon, with emphasis on long-term investing. Portfolio weightings are selected among different asset classes to diversify and meet the client's risk-return preference. Other asset classes such as real estate are also considered in the allocation mix. SFM specializes in investments in growth stocks (with a value tilt), as well as international stocks.	Analyst-Equity	-

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Linked companies

Private companies	6
Mercer University Mercer University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Georgia University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Miami University of Miami Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Atlanta Estate Planning Council, Inc. Atlanta Estate Planning Council, Inc. Miscellaneous Commercial ServicesCommercial Services Provides education and fellowship for the members of professional disciplines includes CLUs, trust officers, attorneys and CPA’s	Commercial Services
State Bar of Georgia State Bar of Georgia Miscellaneous Commercial ServicesCommercial Services Provides legal services	Commercial Services
Sanders Financial Management, Inc. Sanders Financial Management, Inc. Investment ManagersFinance Sanders Financial Management's (SFM) customized portfolios are invested in stocks, bonds and mutual funds in accordance with each client's objectives and time horizon, with emphasis on long-term investing. Portfolio weightings are selected among different asset classes to diversify and meet the client's risk-return preference. Other asset classes such as real estate are also considered in the allocation mix. SFM specializes in investments in growth stocks (with a value tilt), as well as international stocks.	Finance