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

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

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

  • 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
  • Professional Services Provided
    • Planning, investment advisory
    • corporate and money management services
    • access to lending services
    • philanthropy and business development
  • Education

    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

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