Marie A. Moore CPM®, Managing Director-Wealth Management, Financial Advisor Moore Group at Morgan Stanley

8383 Preston Center Plaza Drive, Suite 400
Dallas, TX 75225 214.696.7175

Marie A. Moore is a family wealth director and senior portfolio management director at Morgan Stanley, with more than 26 years of experience. Prior to joining the firm, she was manager of mergers, acquisitions and divestitures with Texas Instruments, where she bought and sold corporations, divisions and product lines to round out the company’s strategic plans. Working with her son, Shawn D. Moore, CFP®, financial advisor, Ms. Moore ensures that the focus of the Moore Group is on the planning and investment needs of families, from grandparents to grandchildren.

At a Glance

Minimum Net Worth Requirement

$5 million (planning services); $2 million in assets (investment services)

Financial Services Experience

28+ years

Compensation Method

Asset-based and fixed fees, commissions (investment and insurance products)

Primary Custodian for Investor Assets

Morgan Stanley Smith Barney LLC

Association Member Association of Professional Investment Consultants, Association for Corporate Growth, National Association of Accountants
Assets Under Management $370 million (as of 1/2017)
Minimum Fee for Service None
Largest Client Net Worth $180 million

CPM, Columbia University; MBA, University of Dallas; M&A certification, Northwestern University, Kellogg School of Management; BBA, finance and accounting, University of Texas at Arlington

professional services provided
  • Planning, investment advisory
  • corporate and money management services
  • access to lending services
  • philanthropy and business development

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