Kevin R. Moore CFP®, MBA
A Frederick native and second-generation advisor, Kevin Moore combines deep local roots with sophisticated financial expertise. He earned his bachelor's degree with highest honors from St. John's University in New York and his MBA from Mount St. Mary's University, complemented by his prestigious CERTIFIED FINANCIAL PLANNER ® designation.
Professional Excellence. As an Investment Advisor Representative, Kevin holds FINRA Series 7 and Series 66 licenses, along with comprehensive insurance certifications. His membership in the Financial Planning Association reflects his commitment to maintaining the highest standards in financial advisory services.
Community & Family. Kevin's dedication to Frederick extends beyond financial guidance through his active leadership roles with the Rotary Club of Carroll Creek, Federated Charities Corporation, Habitat for Humanity, Business Advisory Council for Goodwill of Monocacy Valley, and the Frederick County Chamber of Commerce. Together with his wife Mandy and their three children, he balances his professional life with family adventures, whether hiking local trails, scuba diving, golfing, or exploring new destinations.