Frederick-based Moore Wealth Announces Multiple Promotions

Share Article

Erik Moore is promoted to Lead Advisor and Sean Moore is promoted to Associate Advisor.

News Image

Moore Wealth, a Frederick, MD based Wealth Management firm, is excited to announce a number of structural changes that will be taking place in the coming months.

Erik Moore will be promoted to the position of Lead Advisor, while maintaining his role as Director of Investment Strategy. In this new role, Erik will be taking on greater responsibility with the firm’s current clients, as well as actively growing Moore Wealth’s client base as the main point of contact for select new clients. Erik joined Moore Wealth in October of 2016 as an Associate Advisor after spending three years at D.B. Root & Co, a Pittsburgh based financial advisory firm, as a Registered Assistant. Since his arrival at Moore Wealth, Erik has obtained his AIF® designation, and is currently working towards the CFP Professional certification.

Sean Moore will be promoted to the position of Associate Advisor, while maintaining his role as Director of Operations. In this new role Sean will assist with all financial planning, and investment management decisions. Sean joined Moore Wealth in September of 2017 as a Registered Assistant after spending 6 years in the Army as a Green Beret with 10th Special Forces Group. Since Sean’s entry into the financial planning industry, he has taken and passed the Series 7 and 66 exams, and obtained his AIF® designation. He will begin pursuing the CFP Professional certification in 2020.

About Moore Wealth: Moore Wealth is an independent financial planning and wealth management firm helping clients create lasting financial legacies. Our team of experienced advisors and specialists is committed to delivering exceptional service through one-on-one advising, collaboration with clients’ professional and personal consultants, and the design and implementation of strategies tailored to meet unique goals and aspirations. Moore Wealth clients can expect true wealth management, a sound financial education, and a clear path toward wealth accumulation, wealth retention, and wealth transfer. https://www.moorewealthinc.com/.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Moore Wealth, Inc. are separate and unrelated to Commonwealth.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Ashley Bailey
Visit website