I focus on mitigating risk and pursuing growth of my clients’ wealth with an emphasis on holistic investment planning, risk management strategies, and personalized plans that utilize strategic investments. I joined Stifel in 2009 after a long tenure with A.G. Edwards. I have been in the investment industry for 36 years, leveraging my experience to provide investment insight and perspective to constantly changing market environments.
Devoting my time to a select client base, I offer guidance tailored to their specific financial planning and investment needs. I believe in a balanced approach to investing, using multiple asset classes and management styles to help diversify portfolios and minimize risk. I also work closely with my clients’ CPAs, attorneys, and other trusted advisors to ensure tax and estate planning issues are comprehensively addressed.
I am a member of the Stifel Chairman’s Council, which consisted of 233 of the firm’s top-producing financial advisors in 2021, who were recognized from among approximately 2,300 Stifel financial advisors nationwide. I also serve on the steering committee for the Women’s Initiative Network. I was recently included on Stifel’s National Conference panel discussion for Advisory Programs and have been invited to the Barron’s
Top Women Advisors Summit since 2014. In 2020, 2021, and 2022, I was named to Forbes’
America's Top Women Wealth Advisors and in 2022, named to Forbes'
Best-In-State Wealth Advisors.*
I hold the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Series 7, 63, and life, health, and variable insurance licenses (including annuities). I also sponsor and hosts annual Continuing Education courses for CPAs.
On a personal level, I am married to Reverend Dr. Tim Moore. We have adult triplets, Abby, Hannah, and Michael, and one rescue dog. I am also an active member of my church and a lifelong resident of Charlotte.
I have a long history of supporting my community, including:
- Hospice volunteer
- Long-time supporter of WFAE (Charlotte's National Public Radio news source)
- Acting Board Member of Community Link
- Chair of the Endowment Committee for Community Link
- A Trustee for the Mars Hill University Board of Trustees
- Foundation Board Member for Mars Hill University
- Former Acting Chair of the Finance and Administrative Affairs Committee for Trustees of Mars Hill College
- Former Treasurer for the YWCA of Charlotte
- Former Treasurer for the Board of Trustees for the
Mental Health Association of Central Carolina
Forbes’ America’s Top Women Wealth Advisors, February 4, 2022, March 18, 2021, and April 21, 2020, each based on the 12-month period ending September 30 of the year prior to publication, and Forbes’ Best-In-State Wealth Advisors, April 7, 2022, based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.