Travis' client base stretches across the country, with a healthy concentration of clients in South Carolina. A specialist in goals-based investment planning, individual retirement accounts, and asset protection, Travis prides himself on delivering a highly personalized investor experience. He also prides himself on the relationships he has built with his clients, many of whom have referred him to their friends, children, and other family members. He is adept at leveraging significant resources, and often works with his clients' attorneys, accountants, estate and tax professionals, and others on their behalf. Travis is endorsed by Dave Ramsey as an Endorsed Local Provider for investments.
He has successfully passed the FINRA Series 7, 63, and 66 securities exams. He has also successfully completed the life, accident, and health insurance exam for the state of South Carolina.
Before joining Cornerstone in 2010, Travis was a Financial Advisor with Edward Jones for nearly six years. He has also worked for Eli Lilly & Co. and the Boy Scouts of America.
EDUCATIONAL BACKGROUN
Master of Business Administration, MBA, Charleston Southern University Bachelor of Business Administration (Cum Laude), BBA, Marshall University Certified Financial Planner Education Program, College of Charleston
PROFESSIONAL MARKS
CERTIFIED FINANCIAL PLANNER™, CFP® ACCREDITED ASSET MANAGEMENT SPECIALIST™, AAMS®
PERSONAL & C
Outside of the office, Travis enjoys spending time with his family. He is married to Melissa Burton Moore of Radford, Virginia and they have two children. Travis and his family attend Summerville Baptist Church where he has served as a Sunday school teacher, Bible study leader, Deacon, softball coach, and member of various committees. He is a member of the Charleston Southern University Board of Visitors, Gideons International, Greater Summerville/Dorchester Chamber of Commerce, Marshall University Alumni Association, and the Charleston Southern University Alumni
Travis M. Moore, MBA, CFP®, AAMS®
PROFESSIONAL BACKGROUND
Travis' client base stretches across the country, with a healthy concentration of clients in South Carolina. A specialist in goals-based investment planning, individual retirement accounts, and asset protection, Travis prides himself on delivering a highly personalized investor experience. He also prides himself on the relationships he has built with his clients, many of whom have referred him to their friends, children, and other family members. He is adept at leveraging significant resources, and often works with his clients' attorneys, accountants, estate and tax professionals, and others on their behalf.
He has successfully passed the FINRA Series 7, 24, 63, and 66 securities exams. He has also successfully completed the life, accident, and health insurance exam for the state of South Carolina.
Before joining Cornerstone in 2010, Travis was a Financial Advisor with Edward Jones for nearly six years. He has also worked for Eli Lilly & Co. and the Boy Scouts of America.
EDUCATIONAL BACKGROUND
Master of Business Administration, MBA, Charleston Southern University
Bachelor of Business Administration (Cum Laude), BBA, Marshall University
Certified Financial Planner Education Program, College of Charleston
PROFESSIONAL MARKS
CERTIFIED FINANCIAL PLANNER™,CFP®
ACCREDITED ASSET MANAGEMENT SPECIALIST™, AAMS®
PERSONAL & COMMUNITY
Outside of the office, Travis enjoys spending time with his family. He is married to Melissa Burton Moore of Radford, Virginia and they have two children. Travis and his family attend Summerville Baptist Church.
