Matt Moore is a Wealth Management Advisor at Planning Alliance. His mission is to empower clients to create lasting financial legacies while making a positive impact in their community. Matt’s focus is organizing and educating clients while designing plans to protect them, grow their wealth, produce income, and establish estate and/or succession plans.
Matt joined the firm as an advisor in October 2024. Matt worked at UBS and Bank of America – Merrill Lynch as an Investment Advisor and completed an internship with Planning Alliance in 2021.
Matt attended West Virginia University’s Business Honor School where he majored in Finance with an emphasis on Wealth Management and minored in Economics. He is a Trustee for The Somerset County 200 Club.
When he is not working, Matt is an avid sports fan. He loves being active: going to the gym, playing a round of golf, and enjoying the outdoors. Matt really enjoys traveling and spending quality time with his family and friends.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.