CONNECT

Address:

50 Carroll Creek Way, Suite 335

Frederick, MD 21701

Phone:

301.631.1207

Fax/Other:

301.631.1209

The Moore Wealth Team

 



Shabri G. Moore, CFP®, AIF®, CDFA®
President
 
 
 

 


Shabri Moore combined her passion for making a positive difference in the lives of others, with her disciplined and analytical approach to wealth management when she established Moore Wealth, Inc. Educated and trained as a molecular biologist, Shabri parlayed her research skills into building a financial planning practice focused on working with small business owners, physicians, and affluent individuals and families with complex investment and estate planning needs.  
 
As a first generation American, Shabri understands the power of education and achieving the “American Dream”. She earned her undergraduate degree in biology from Marshall University and her graduate degree in microbiology from North Carolina State University. Shabri spent over 15 years as a research scientist in the biotech industry working at the National Cancer Institute as well as in the private sector. In 1996 she made a career change to the financial services industry. Shabri is a CERTIFIED FINANCIAL PLANNER Professional and an Accredited Investment Fiduciary®. She holds the series 7, 66, 24 and 51 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network.
 
A strong proponent of the concept that “it takes a village,” Shabri is an active leader and member of the Frederick community. She was an original board member of the Frederick Innovative Technology Center, Frederick's biotech and IT incubator and one of the founders of the Women's Business Network of Frederick. She has served on numerous boards and committees including the Grants Committee for the Women's Giving Circle of Frederick, Frederick County Workforce Development, the Commission for Women, and SCORE. She currently serves as a Trustee of the Community Foundation of Frederick County, a board member of the Chamber of Commerce of Frederick County, and a member of the Planned Giving Committee for Frederick Memorial Hospital.  She is a member of the Rotary Club of Frederick and a graduate of Leadership Frederick. 
 
Shabri has taught courses on personal finance at Frederick Community College, is a frequently requested speaker for professional organizations, and has written financial columns for numerous publications. Shabri has also been interviewed on radio, CNN and MSNBC. She founded, and for ten years spearheaded, Frederick's Annual Economic Symposium.
 
Shabri is an avid traveler and enjoys music, theater, snow skiing, hiking, and the outdoors. She has two grown sons, Sean and Erik, who are the light of her life.
 
 
 
 
 
Erik Moore, AIF®
Financial Planning Services & Analysis Manager

erik@moorewealthinc.com
 
 
 
 
 
 
 
 
 
Erik Moore, a Frederick native, is the most recent addition to the Moore Wealth team.  He is a graduate of the University of Pittsburgh, where he received a bachelor's degree in Physics and was a NCAA Division I diver.  Erik found an opportunity to apply the analytical skills he gained from his degree by joining a financial advising firm in downtown Pittsburgh. While there, he assisted in portfolio management, investment research and client relationship management; he also played a role in the creation of the firm's investment committee and facilitated in developing their investment strategy. 
 
Erik brings this same analytical expertise to Moore Wealth as a Financial Planning and Analysis manager where he works with Shabri in developing asset allocation strategies and financial plans. He is FINRA Series 7 and 66 licensed, and currently working toward his CFP® Professional designation.
 
 
 
 
 
Jennifer Cruz
Marketing & Client Communications Manager

jennifer@moorewealthinc.com
 
 
 
 
 
 
 

Jennifer Cruz spearheaded client outreach and marketing efforts in a variety of industries ranging from computer technology, eLearning and aerospace, to food & hospitality.  She has extensive experience in domestic and international trade shows.  With her background in managing both large and small events, she is well positioned to focus on meeting the needs of Moore Wealth's clients.
 
After relocating from Chicago 10 years ago, Jennifer has settled in the Frederick area.  She lives with her husband and children.  She likes to ski, cook with her family, go dancing with her husband and karaoke with her friends.
 
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck