Jody Mansfield

As a member of the Rapp Mansfield & Associates Team, my focus includes an ongoing commitment to deliver personalized wealth management and comprehensive planning strategies for individuals and families. I bring this to life through a highly personal and in depth approach to helping clients pursue their life priorities and associated goals. This includes clearly understanding each client's individual needs through a relationship defined by integrity, honesty and trust.

My career began on a trading desk at the Delaware Group in Philadelphia, PA. and I moved on to work with an International Finance Group in Richmond, VA. I then  joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors where I worked in Regional Management and later as a Wealth Management Advisor for almost twenty years. In 2016 I joined Merrill Lynch Wealth Management where I am a Wealth Management Advisor and serve as the Vice President of the Southeast Women's Exchange Group.   

I earned Bachelor of Arts degrees in both Economics and Business Management from North Carolina State University and a Masters of Business Administration from Meredith College. Additionally, I am a Chartered Financial Consultant^® designee and a CERTIFIED FINANCIAL PLANNER^™ certificant.

I am a native of the North Carolina community and have have two sons William and Max. We enjoy spending family time being active outdoors and our hobbies include snow skiing, boating and scuba diving.