Marci Fenneman Moore
Associate Vice President, Investments; Financial Advisor at Raymond James
- Role
- Associate Vice President, Investments Financial Advisor at Raymond James
- Location
- Evansville, IN, US
- LinkedIn followers
- 500 followers
About Marci Fenneman Moore
At the Fenneman Moore Financial Group of Raymond James, the financial well-being of the…
Experience
Associate Vice President, Investments Financial Advisor
May 2012 — Present · Evansville, IN, US
In my role as a financial advisor, I help my clients achieve financial independence for the future they envision. As a CFP® professional, I work with clients to design a customized plan based on a foundation of professional integrity, personal attention, and knowledgeable investment advice.We believe that in order to help our clients achieve financial security and success in the future we first need to know our clients on a personal level. We need to gain an understanding of both their current situation and long-term goals. Once we obtain a good understanding of both our clients\' current situation and desired future, and after a thorough financial analysis, we collaborate with our clients to design a plan to help reach their goals. Over time we monitor the selected portfolio investments, the ever-changing economic environment, and the evolving needs of our clients. We make adjustments as needed to help our clients continue to make progress toward their goals.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
Butler University - Lacy School of Business
MBA, Business Administration, Marketing
2007 — 2010
Evansville Central High School
Academic Honors Diploma
1995 — 1999
Butler University
B.S., Business Administration, Marketing
1999 — 2003
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