Meet Our Team

Meredith C. Moore, LUTCF, CLTC
Owner, Planner

Meredith Moore is a tireless advocate for her clients and someone whose life is committed to surpassing expectations. Whether it is the hard work she does for her clients, overcoming great adversity in life, or taking on new big challenges, Meredith focuses her energy with passion and a deep, caring spirit.

As the founder and principal of Moore & Associates Wealth Management, formed in 1999, Meredith coordinates the financial affairs of a select group of individuals, families and businesses in Greater Atlanta. Most of Meredith's clients are highly successful professionals, established owners of closely held businesses, or individuals who are five years or less from retirement. She helps to ensure that their estate, retirement and succession goals and objectives are accomplished by providing the link that always seems to be missing—the coordination and integration between all financial decisions.

Much earlier her career, a serious health event occurred and she became clear on what is important in her life. Today her story of triumph is her true north; guiding her to run a client-first, others-first, and principles-first financial services firm. The outcome for her clients is a devoted and protective financial professional that commits necessary time to serving their complex financial needs.

"I pride myself on being proactive and looking out for my clients’ best interests. My goal with everyone I work with is to go above and beyond to meet their needs and surpass their expectations."

Meredith attended Rice University in Houston and went on to receive a bachelor’s degree in Industrial Engineering from Georgia Institute of Technology. She has served as a mentor to many young industry professionals and is regularly asked to share her insights and the tools she uses to serve her clients with her peers.

She has been the recipient of many significant industry leader awards and community recognitions including:

  • Atlanta NAIFA- Top Female Advisor – 2013-2016 (since inception)
  • Atlanta NAIFA- Top Advisors Under 40 - 2011-2015 (since inception)
  • Atlanta Magazine’s Five Star Wealth Managers – 2010-2015
  • Womenetics POW award winner - 2012
  • Atlanta Business Chronicle 40 Under 40 - 2009
  • NAIFA 4 Under 40 Top Financial Advisors in the Country - 2009
  • Life Foundation’s Client Service Award – 2006

In her free time, she serves on the Board of Directors for the Georgia Tech Women’s Alumnae Network (GTWAN). She is also a fitness enthusiast having participated in triathlons and also is a foodie who enjoys finding unique restaurants around Atlanta. Meredith is a lifelong resident of Georgia, currently residing in Roswell with her partner, Kathy, and son, Erik. Kathy and Meredith also own the first female owned production brewery in Georgia, Abbey of the Holy Goats ( She is a member of Leadership Atlanta’s Class of 2017.

Learn More About Meredith's Take on Money and Values


Sandy Jones
Chief Operating Officer and Head Planner

When it’s time to analyze your financial planning, prepare your financial documents and implement your strategies, Sandy will take the lead. She works collaboratively with Meredith to develop customized comprehensive financial planning strategies.

She also works with the office team to ensure you experience seamless administration, outstanding customer service and strong relationship management. Sandy’s extensive financial services background includes working as a financial advisor for large wire-house and banking institutions, where she focused on financial planning and customized investment strategies. With a BS in Civil Engineering from Clemson University and post-graduate coursework from the University of South Carolina, Sandy began her career as a Civil Engineer in the environmental consulting industry. She transferred her technical and project management experience to consultative sales and management in the corporate world. Her business experience and management include product development, sales and customer support, and strategic marketing. Sandy leveraged her consulting and business experience when she joined the financial services industry.

Originally from South Carolina, Sandy lives in Milton with her husband, Vic, and three children, Sawyer, Elyse and Charlie. She volunteers with her children’s schools and activities and is an active member of Alpharetta United Methodist Church. She is a former member of the City of Milton’s Board of Zoning Appeals and Comprehensive Planning Committee. Her passions are her family, cooking, gardening, family movie nights and date nights with her husband.

Ryan Mason
Operations Specialist

Ryan Mason is the newest addition to the Moore & Associates Wealth Management team. Ryan attended the University of Georgia and graduated with his bachelor’s degree in International Affairs. He began his professional career working at the Hartford Insurance Group for nine years primarily in the operations department. Prior to joining Meredith’s team, Ryan worked as an Associate Financial Representative at Northwestern Mutual and a Financial Services Representative at E*TRADE Financial. He currently has an active Series 7, 63, and 65 securities licenses as well as his Georgia Life Insurance license.

Ryan grew up in Dunwoody, Georgia and went to St. Pius X High School. Ryan resides in Johns Creek with his wife, Katherine, and they welcomed their son, Kevin, in May. In his free time, Ryan enjoys playing tennis, watching the local professional sports teams, and traveling to national parks with his family.

Ami Tuckley
Marketing Specialist

Ami Tuckley handles the marketing of our services here at Moore & Associates Wealth Management, and she also keeps things running smoothly by assisting with administration and operations. As our client, you may not often interface with Ami directly, yet she works on your behalf every day.

During most of her career, Ami has excelled in the real estate industry. Most recently, she worked for a top Atlanta-based real estate firm as an Executive Real Estate Assistant, acquiring numerous service awards during her eight-year tenure.

A native of South Florida, Ami attended the University of Florida and Grayslake College of Illinois studying business and marketing. She and her husband Christopher, who is a British citizen, now live in the Alpharetta/Milton area with their son Jake; a graduate of Milton High School and business major at Kennesaw State University. In addition to spending time with family and friends, Ami enjoys dancing, gardening and reading.