Meredith C. Moore,  LUTCF,  CLTC -- owner, planner

One of Atlanta’s Up and Comers and among the city’s Top 40 Under 40 according to the Atlanta Business Chronicle, Meredith coordinates the financial affairs for a select group of families  and family-owned businesses in the Greater Atlanta area. Specializing in extensive planning, a process that coordinates estate planning, business succession planning, asset management* and risk management, Meredith has made a positive, long-term difference for hundreds of clients since founding Moore & Associates Wealth Management in 1999.
 
Meredith’s achievements include:

• Only woman younger than 40 and one of only 33 women in the nation to be named to New York Life’s Chairman’s Council in 2011.
• Named one of the top “4 Under 40” advisors in the country for NAIFA in 2010.
• Highlighted in Newsweek magazine as winner of the 2005 Life Foundation Client Service Award.
• Consistent Million Dollar Roundtable qualifier for the financial services industry, with her 2001 production in the top 10 percent in the industry.
• Profiled on NBC in 2009 as a brain cancer survivor and competitor in the AFLAC IronGirl triathlon.

Meredith shares her expertise as the founder and co-host of Family Business Radio. At 1 p.m. Eastern each Thursday, she and Dwayne Samples interview owners, key executives and advisors of closely-held, family-owned businesses to inform and support this vital segment of the U.S. economy.

Meredith also is a motivational and educational speaker. Drawing from her personal story of surviving stage four brain cancer, which was discovered just five weeks after she gave birth to her only child, Meredith speaks frequently to industry and community service organizations on the importance of life, disability and long-term care insurance planning.

Meredith earned 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. Active in the community, she is a Leadership North Fulton alumnae, Class of 2005.  Through her work with Junior Achievement, she has taught 12th graders personal finance. She serves on the Board of Directors for Kate’s Club, a non-profit organization empowering children and teens after the loss of a parent or sibling. Her sponsorship helped Kate’s Club receive a $25,000 grant from the New York Life Foundation , one of the Foundation’s largest grants in 2011.

As a life long resident of Georgia, Meredith’s roots are in Atlanta, and she currently resides in Roswell with her son, Erik. For fun, Meredith is an avid triathlete, participating in numerous races around the Southeast. The exercise offsets her love of tracking down good “farm-to-table” food in restaurants around Atlanta.

 

^{*Meredith Moore is a Financial Adviser for Eagle Strategies LLC, A Registered Investment Adviser and is also a Registered Representative for NYLIFE Securities LLC.}

Sandy Jones - Sandy joined the Moore & Associates Wealth Management team in 2010 as a paraplanner. She assists in the analysis and preparation of financial planning documents, which Meredith uses to develop financial strategies for clients.

Sandy’s extensive financial services background includes working as financial advisor for a large wire-house and large banking institution. She began her career as an environmental engineer, which led to a life-long vocation of providing technical analysis to meet client needs. She transferred her analytical aptitude to consultative sales in the corporate world before joining the financial services industry.

Sandy resides in Milton with her husband and three young energetic children, which keep her very busy and on the go when she's not at Moore and Associates. Her passions are her family, cooking, and gardening.