Theresa Moore delivers a quality level of administrative and operational service to our clients.

Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy an extraordinary client experience.

Theresa also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. She holds Series 7 and 63 securities licenses and life and health insurance licenses.

Her duties also include daily account trading, monitoring daily cash flow and incoming funds and assisting clients with account-related questions.

Theresa has over 25 years of experience in the Financial Industry. She is a Nashville native and currently lives in Crieve Hall with her husband, Chad, and her two boys, Lucas and Logan. In her spare time, she likes to mountain bike ride and hike. She also enjoys taking care of preschool and special needs kids with her church on Sunday mornings. On long weekends you will find her and her family at their cabin in Robbinsville, North Carolina.