Denman's Estate Planning Secrets
Click below to access Denman's free White Paper!
Welcome to my website. Everyone with a net worth of over $15,000,000 and even up to a billion will find valuable, actionable, "secret" knowledge about estate planning. I call these revelations "secrets" because many are either not understood, overlooked or not even considered.
I have been involved in estate planning at the highest levels with hundreds of wealthy individuals and families for over 40 years. If you fit the description above, I urge you to read the White Paper. Anyone with significant wealth will benefit from this information.
Denman Moody
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About the Author
Education / Employment / Experience / Avocation
Education
Chartered Financial Consultant--The American College, 1982
Chartered Life Underwriter--The American College, 1978
J.D. University of Texas Law School, 1968
B.A. University of Texas at Austin, 1965
Employment
Current - Financial Consultant, Author, Wine Writer, Owner of South Central Texas Minerals Management LLC
2006-2007 Senior Vice President, Wealth Development Strategies, LLP
2004-2005 Financial Consultant, American Express Financial Advisors
2000-2003 Executive Vice President, Private Council Group Inc.
1999-2000 Vice President, Private Client Advisor, Compass Bank
1996-1999 Senior Vice President, The AFP Group
1991-1996 President, National Compensation Plans, Inc.
1986-1991 Vice President, Shearson Lehman Brothers
1981-1986 Vice President, Merrill Lynch Pierce Fenner & Smith
1972-1981 Senior Vice President and Trust Officer, Texas Commerce Bank
1971-1972 Executive Assistant, Senator Lloyd Bentsen, Washington D.C.
1970-1971 Attorney at Law, McKay & Avery, Austin, Texas
1969-1970 Briefing Attorney, Texas Supreme Court, Austin, Texas
Other Professional Activities and Experience
Board of Governors, Honor Council, University of Texas Law School
Professor for Estate and Retirement Planning, American Institute of Banking
Professor for Advanced Estate Planning, The American College Financial Services Master’s Degree Program
Director, Houston Association of Chartered Life Underwriters
Director, School of Insurance and Financial Services, University of Houston Teacher
Texas Bar Association Continuing Education Course, “What Every Lawyer Must Know about Life Insurance, Annuities and Long-Term Care Insurance”
Avocation
Author, Editor, Publisher and Free-Lance Wine Critic. Published over 400 wine articles including those in “Moody’s Wine Review” for six years, “International Wine Review” in New York for six years and magazines such as “Revue du Vin de France,” Paris; “International Wine and Food Society Journal,” London; and over fifteen U.S. magazines—both local and national. Please visit my wine book website if interested, www.theadvancedoenophile.com