Susan C. Moore, J.D., our Branch Manager, has worked as a financial advisor for Wall Street Investment firms for over thirty years. She is the founder of Moore Wealth Management, Inc. with three offices in Alabama, three financial advisors and seven staff members. The Moore Wealth Management team collectively brings over 120 years of experience to work every day. In 2012, she was named one of the Top 50 Independent Broker/Dealer Women Advisors by Registered Rep, a leading financial industry magazine, a ranking which is based on production. She has been quoted in both Kiplingers and Investment News, for her use of tactical allocation and her expertise on variable annuities. Since she joined LPL in 2006, Susan has ranked consistently in the top 2% of the more than 13,000 LPL advisors nationwide1and was named to the LPL Chairmans Council in 2008-2013. She has conducted a weekly radio show for over twenty-five years and has taught extensively, including investment classes for the OLLI program of Auburn University and the LLI program for Auburn University Montgomery. LPL Financial is a member of FINRA/SIPC and is the nations largest independent broker dealer.2
In 2014, Chris met Susan on a flight returning from LPLs national convention where they immediately realized that they share a similar economic outlook and investment theory. Chris also agreed with the Moore Wealth Management mission statement which is and then some, in which we strive to do what is expected, what is required, and then some. We are honored to have her as a part of our team, overseeing our operations and giving us counsel on investment strategies for our clients. Moore Wealth Management, Abundance, and LPL Financial are separate entities.
1As of December 31, 2014
2Based on total revenues, as reported in Financial Planning magazine, June 1996-2015.