The Moore's Wealth Management Team

Scott Moore
President, Chief Investment Advisor

Scott is an Investment Advisor Representative and has a fiduciary responsibility to his clients. Scott was formerly a Mutual Fund Broker for 17 years with one of the largest Investment Firms on Wall Street.

Scott is a 26 year veteran of the Financial Services Industry, and an Elite Master Advisor with the nationally acclaimed retirement and tax expert Ed Slott.  In his free time, Scott enjoys automotive restoration events and spending time in the North Georgia mountains with his family.
 

Mark Peterson
Financial Advisor

Mark is an Investment Advisor Representative who specializes and loves working with families as they plan for their retirement years. Mark has a passion to share his knowledge and teaches Financial and Retirement Classes for Seniors at Brenau University in Gainesville, Georgia Perimeter College, formally known as Georgia State University in Alpharetta, Athens Technical College as well as the Lanier Tech campus in Cumming.

When Mark isn’t at the office he enjoys family trips to the mountains and beach, especially spending time with his grandchildren.
 

Chris Moore
Financial Advisor

Chris is an Investment Advisor Representative who specializes in risk management, market trends, estate and income planning. He is a keynote speaker at public retirement events and also teaches pre retirees at local universities to strengthen their knowledge base in preparation for retirement. Chris enjoys boating with his family, automobiles and sporting events
 

Brian Moore
Financial Advisor

Brian is an Investment Advisor Representative. He specializes in the latest tax, estate, long-term care and retirement planning techniques to strengthen clients’ portfolios for the future. In Brian’s free time he enjoys sporting and automotive events with his wife and their two young children.

In Brian's free time he enjoys sporting and automotive events with his wife Karly and their two young children.
 

Kyle Moore
Financial Advisor

Kyle helps coordinate and create marketing plans, community outreach and social media activities for the firm. Outside of the work Kyle enjoys the outdoors, going to the gym, working with cars and motorcycles, playing sports, using electronics and going to events with his wife and friends
 

Carla Moore
Marketing Director

Carla co-founded Moore’s Wealth Management with her husband Scott and is involved with marketing and implementing compliance regulations. She coordinates client, community, and charity events. In her free time, Carla enjoys making homemade crafts, car shows, traveling, piano and grandchildren..
 

Isaac Pitt
Technical Assistant

Isaac is a Technical Sales Support analyst for the firm. He researches and analyzes client portfolios to help ensure accurate reporting and that the positioning of the clients portfolio is in line with the firms recommendations. He is also responsible for processing and tracking all new business. Isaac Recently moved from Utah after getting married to his Georgia Peach last year. He loves to spend time with his family and be outdoors including boating and hiking.
 

Deborah Alvarez
Office Manager

Deborah is responsible for the smooth operation of the day-to-day business of the firm and is the Executive Assistant to Scott. She is responsible for planning and executing outside social events. Deborah moved from New Hampshire in 2011. She enjoys interior decorating and spending time with her husband and two dogs she adopted.
 

Meredith Loughrey
Administrative Assistant

Meredith greets everyone with a smile as she provides Administrative Support. She assists the Office Manager to maintain an organized, professional and happy work place. Meredith enjoys spending her free time decorating her home, gardening and spending quality time with her husband and her two children.

Morgan Peterson
Administrative Assistant

Morgan provides assistance with reaching out to non-clients that have attended a seminar to see if they have any questions or needs. Morgan enjoys her free time shopping, and spending time outside with her daughter, husband and two dogs..
 

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