MEREDITH C. MOORE, LUTCF
President

Meredith's clients are high net worth or high income business owners of closely held corporations, family businesses or medical practices. Meredith ensures that their goals and objectives as they relate to their estate, retirement and business succession plans are accomplished in a coordinated approach. She does this through as continual process of fact finding, designing, implementation and monitoring results.

As a life long resident of Georgia, Meredith's roots are in Atlanta and she currently resides in Alpharetta.  She has a son, Erik Allen Hansen, born in April 2005. She received a bachelor's of Industrial Engineering from Georgia Tech, after attending Rice University in Houston. Upon graduating from Georgia Tech in 1998, Meredith entered the financial services industry. Meredith is a member of the North Fulton Chamber of Commerce and the Leadership North Fulton Class of 2005. She is currently teaching 12th graders personal finance through her work with Junior Achievement.

Over the years, she has built a successful practice that works with businesses, providing them with estate planning, business succession planning, asset management* and employee benefit services. During these years, she became aware of the inconsistent plans that most business owners and doctors have in place. Often times, there was no plan at all, or, at best, it was very uncoordinated. “It's not that these owners did not want to plan. They are so busy running their successful businesses and spending time with their families, they are unable to get a truly coordinated plan in place.” Moore and Associates Wealth Management is able to fill this role for their clients.

Meredith recognized the need in the professional marketplace for a truly unique financial services business. A business that is client centered and focused on their accomplishment of their goals and objectives, both personal and business. To accomplish this, Meredith has developed resources through other professionals in Atlanta, including tax attorneys and CPA's, working together with client advisors to help design programs responsive to the specific needs of her clients, while offering the highest level of confidentiality and service standards. And over time, the plan must be monitored for suitability and performance - defining our long-term view of client relationships. Using these resources, they implement the plans with this level of service, professionalism and knowledge for successful business owners, doctors, executives and affluent families.

What separates Meredith from other financial advisers is not what she does, but how she does it. She undertakes a role that is completely unique to the client. She provides access to resources unparalleled in their abilities both nationally and locally. Being a brain cancer survivor, Meredith has benefited personally from the results of good planning, resulting in a special understanding that she relates to her clients. Finally, her relationships are focused on commitment and responsiveness for each client.

*Meredith Moore Financial Adviser offering investment advisory services through Eagle Strategies LLC. 

Robin Buckley   Robin started at Moore & Associates in October of 2005. She has worked in a variety of jobs from military personnel, counseling, medical offices, school offices and finally to insurance & investments. At Moore and Associates, she assists Meredith by keeping the office running so Meredith can run appointments with clients. She is available for clients to contact with service related questions and to make appointments. Robin and her family moved to Georgia from the Florida Keys in 1998.  She married her husband, Mike in 1984 and they reside in Cumming, GA with thier son, Mick, daughter, Danica and cocker spaniel, Shaggy. She enjoys being with her family, has mulitiple fresh water aquariums, is an avid gardener, reader, family historian and a HUGE fan of Survivor.

Eric Holmes Eric has been interested in investing and financial strategies since he was 15 years old. Since the summer of  2006, he has been interning for Meredith Moore. Since then, he has become a licensed agent and is interning with New York Life to become a financial professional. Eric is currently a student attending Kennesaw State University, where he is working towards a degree in business management. He expects to graduate in 2009 and work full-time at Moore and Associates.  He currently assists with calling existing clients for reviews and assisting with case preparation.  During the school year Eric is a chess instructor and landscaper. In his free time Eric enjoys investing, reading, playing guitar, and sports.

Molly "Financial Dog" Hansen

Financial Dog has helped Moore and Associates continue to deliver superior performance to clients since the beginning of 2006. Her hobbies include chasing squirrels, running 5K's, swimming, and playing with her brother Erik (Meredith's son).