The Moore Group at Morgan Stanley

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The Moore Group

OUR MISSION STATEMENT

Developing deep relationships that span generations helps us to foresee the needs of our clients and proactively plan for navigating the complex financial landscape.

Our Story and Services

Helping Get Moore Out of Your Money

At The Moore Group at Morgan Stanley, we are a seasoned family advisory practice in every sense:

  • We are a mother-son advisory team, offering a unique and personalized approach to investment management and legacy planning. We focus on serving the specialized needs of high net worth families living in Texas and Colorado, as well as across the country.
  • Marie is a Family Wealth Director, a credential achieved by less than two percent of the advisors at Morgan Stanley that provides us with access to exclusive resources at the firm.

With over 50 combined years of experience, we understand the importance of family and the financial freedom to pursue personal interests.

We have acquired the knowledge and skills necessary to serve as your single point of contact for all your family wealth needs.

Above all, we deliver a dynamic, multigenerational approach to wealth management that not only offers continuity, but a balance of perspectives that help you – and your children – make more informed, confident decisions about your wealth now and in the future.

The Moore Factor

When you work with us, you will experience a fully-engaged standard of care that prioritizes your best interests and your level of comfort. We are committed to earning your trust and confidence with a powerful combination of experience, empathy and accessibility.

We look forward to getting to know you and discussing how we can help create the lifestyle and legacy you envision for you and your family.

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • 401(k) Rollovers
  • Cash Management
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance
  • Business Planning
  • Lending Products
  • Sustainable Investing


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Awards & Recognition

Awards & Recognition

Throughout our careers, we have received significant recognition from national and local sources.  We’re proud of these independent awards – not just for their own sake, but because we believe they show how committed we are to our clients in helping them achieve their future goals.

Marie Moore

Marie_SteveForbes.png
Marie A. Moore, named to Forbes List of America’s Best-In-State Wealth Advisors, pictured with Steve Forbes at the Forbes Summit in Las Vegas.

  • Forbes' Top Women Wealth Advisors: 2018
  • Forbes’ Best-In-State Wealth Advisor: 2018
  • Barron's Top 100 Women Financial Advisors: 2012, 2014 - 2018
  • Forbes’ Women’s Business Leaders in Texas: 2017
  • Forbes' Top 200 Women Financial Advisors: 2017
  • Barron's Top 1,200 Advisors: 2014 - 2017
  • Financial Times top 400 Financial Advisors: 2016
  • Barron’s Top 1,000 Advisors: 2008 – 2013
  • Certified Portfolio Manager®, Columbia University, since 2010
  • Family Wealth Director, Morgan Stanley, since 2011
  • Board of Arbitration, National Association of Securities Dealers, since 1990
  • Mentor for Future Executive Women, Menttium 100, since 1997
  • M&A Certification, Northwestern University, Kellogg GSM – 1986

Shawn Moore

  • Five Star Wealth Manager, 5280 and ColoradoBiz, 2013 - 2017
  • Certified Portfolio Manager®, Academy of Certified Portfolio Managers, since 2016
  • Certified Financial Planner®, Certified Financial Planner Board of Standards, since 2009
  • Portfolio Management Director, Morgan Stanley, since 2012
  • Family Wealth Advisor, Morgan Stanley, since 2016


A Process Focused On You

A Process Focused On You

Our clients hire us to help them manage their current wealth, while achieving future goals. Our process provides the context to develop and implement highly customized strategies focused on helping you achieve your financial priorities.

Step 1: Get to Know Each Other

  • Listen carefully to understand what is important to you, your family and your legacy
  • Identify any circumstances unique to your personal situation
  • Speak to you about your risk tolerance, specifically how much risk you are willing to take
  • Discuss important investment concepts and provide details on our investment philosophy 


Step 2: Analyze & Assess Your Finances               

  • Gather important data, documents and financial statements
  • Review the information collected to ensure data is accurate
  • Analyze your current investment portfolio


Step 3: Develop Your Tailored Plan

  • Develop your personalized plan, utilizing proprietary tools and insights from Morgan Stanley
  • Present our recommendations along with key action steps
  • Coordinate strategies with your CPA and estate attorney 


Step 4: Implement Your Plan

  • Prepare and complete necessary paperwork
  • Prioritize activities and establish timelines
  • Set up tools to provide convenient access to your accounts
  • Provide ongoing updates to ensure your plan is implemented as expected 


Step 5: Provide Ongoing Service

  • Apply a strict due diligence process to evaluate investment performance
  • Schedule regular calls and meetings to discuss progress towards your goals
  • Determine if any adjustments are needed, since personal goals and market conditions can change over time


Core Values

We are committed to the following core values that serve as the foundation of our practice.

We Value a Long-Term Relationship

We are dedicated to building deep and longstanding relationships, based on trust and integrity. We do this by working with a select group of individuals, families and business leaders, who value our depth of knowledge and experience in providing comprehensive solutions that go beyond investments. The bond we form with our clients is fundamental to our mission and it is our hope that it spans generations.

 

We Value Knowledge and Experience

We are educated and skilled in portfolio management and retirement planning. We are well qualified to build you and your family a tailored investment plan to help achieve your financial goals. Your portfolio will be designed to fulfill your needs, helping to afford you the lifestyle you’ve saved and worked so hard to achieve. We also have significant experience working with family businesses, educating children on how to manage money as its moves across generations.

 

We Value a Team Approach

Our top priority is to help you prepare for all of life’s milestones and to be your first call for any financial matter. We work in partnership with your accountant, attorney and other professionals to build a comprehensive and cohesive plan that encompasses all aspects of your life.

 

We Value You and Your Family

Our clients have dedicated most of their lives to building their businesses and careers. They have worked hard to create wealth for themselves and their families. We believe now is the time to put that wealth to work. Using your goals as our blueprint, we look forward to creating a financial strategy aimed at maintaining the lifestyle you deserve.


Meet The Moore Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Ready to start a conversation? Contact The Moore Group today.

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