Meredith Moore

Tireless worker. Financial Guru. Speaker. Writer. Leader. Personal Growth Junkie.

Meredith loves a challenge and considers the results of her work as a financial entrepreneur as fine art. Exceeding client expectations, she keeps the financial planning process simple, while simultaneously building her business, developing her employees and supporting her professional relationships. A known leader in her field and in business, she thrives at networking and sees it as a way to continuously create new and exciting opportunities and connections for herself and for others.

She is a passionate mentor, entrepreneur, survivor, trailblazer and a highly requested public speaker.

As a financial planner for almost 20 years, her goal is to always ensure that a clear and customized plan has been laid out for her clients so that they are not only at ease and confident, but consistently achieving their monetary goals.

She is a firm believer in personal, as well as professional development, and is constantly fine-tuning her knowledge base.

As a speaker, she covers many topics including adversity, growth, leadership, and finance.

Outside of the office, Meredith has served on several boards at Georgia Tech, is a Leadership Atlanta 2017 graduate. She is committed to women’s issues, mentorship and personal development. She is a self-confessed foodie who enjoys finding unique restaurants around Atlanta. A lifelong resident of Georgia, she currently resides in Roswell with her family.