Scott is an Investment Advisor Representative with a fiduciary responsibility to his clients. Scott was formerly a Mutual Fund Broker for 17 years with one of the largest Investment Firms on Wall Street.
For over 28 years, it has been Scott Moore’s goal, our founder and president, to help pre and post retirees in the Southeast United States properly prepare for and protect their retirement assets. Before Scott found his passion for helping people protect and preserve their lifetime savings, he began his career as an engineer in the computer industry, utilizing his degree in electronics from Phillips Business College in Mississippi. After 9 years of work in the computer industry, and becoming a Sales Support Vice President, Scott transitioned to the financial industry where he received several top honors in his field including being honored as a distinguished “Advisor of the Year.” The firm and its advisors continue to be recognized for their impact in North Georgia.
Moore’s Wealth Management is a member of the Greater Hall County, Forsyth County, and White County Chambers of Commerce, the Better Business Bureau, and the distinguished National Ethics Association.
Moore’s Wealth Management’s team of advisors serve as fiduciaries. As a fiduciary, Scott and his team are held to a much higher professional standard than a typical broker. With 28 years of experience, knowledge, and dedication to serving the financial needs of seniors, Scott and his team of 5 advisors are skilled financial professionals. They utilize the latest estate planning and investment techniques to design and implement personalized strategies that can help reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs. In addition to these services, Scott, his son Chris, and Mark Peterson provide educational classes at several universities, where they enlighten retirees and near-term retirees on how to develop efficient plans for pre and post retirement. Through our educational process, we identify all the critical facts necessary to make a sound financial decision, so it is in our client’s best interest, before making that decision. This requires us to identify myths, misconceptions and missing facts, and put plans in place that strengthen the position of our clients. This is also upholding our fiduciary obligation and why we are so passionate about the educational process.
Moore’s Wealth Management has 2 locations to serve North Georgia: one office in Gainesville and one in Alpharetta Georgia. The staff consists of 6 Investment Advisor Representatives along with a team of 4 staff members.
Scott and Carla, his wife of 37 years, have five children ranging in age from 24 to 36 and 7 wonderful grandchildren. In his spare time, Scott enjoys spending time with his family and attending automotive enthusiast events as well as restoring classic cars.
For more information on how Scott and his advisors may be able to serve you and your family, please call the office at (770) 535-5000