Oak Tree Financial Services, LLC

“A Place Where
Independent Financial Advice
and Integrity Converge”

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2101 West Clinton Avenue
Suite 303
Huntsville, AL 35805
256-704-9400

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Team

"Service with a smile"
 

Ron Moody, CFP®, CPRC®, CCPS®

President - Managing Principal

256-704-9450

256-704-9444

Ron Moody has been involved in the financial services industry since 1981. He graduated with a bachelor’s degree from the University of Alabama. Ron holds the designations of CERTIFIED FINANCIAL PLANNER™ professional and Chartered...

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Jill Stephenson has worked in the financial services industry for 25 years. Having held a variety of positions, she has found her strength to be that of Operations Manager. Jill enjoys getting to know our clients, on both a...

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Bob Vasile

Financial Advisor

256-704-9445

256-704-9444

Bob started in the financial services in 1993 after a very successful military career. Cathy, his wife, is also from a military family and now serves as Director of Elementary Instructions for the Huntsville City School System. They...

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Miranda Yount

Wealth Planning Assistant

256-704-9400

256-704-9444