The Moore Wealth Team
Shabri G. Moore, CFP®, AIF®
President
shabri@moorewealthinc.com
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, professionals such as physicians, attorneys and CPAs, as well as 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 Frederick County Workforce Development, the Commission for Women and SCORE. She currently serves on the Grants Committee for the Women’s Giving Circle of Frederick and on the Planned Giving Committee for Frederick Memorial Hospital. She is a board member for the Chamber of Commerce of Frederick County and a graduate of Leadership Frederick. She is a member of the Rotary Club of Frederick.
Shabri has taught courses on personal finance at Frederick Community College and frequently speaks for women’s organizations, professional organizations such as the Dental Association and SHRM, and the Frederick County Public School System. She is a regular contributor to the Frederick News-Post financial pages and the InDus Business Journal. Shabri has also been interviewed on radio, CNN and MSNBC.
As part of Shabri’s commitment to community outreach projects, she spearheads Frederick’s Annual Economic Symposium. Originally sponsored by Moore Wealth, Inc. in 2003, the symposium has evolved into an event coordinated and co-sponsored by the efforts of several businesses in the Frederick area. Past speakers have included Anirban Basu, Federal Reserve Presidents, academicians and some of the area’s most prominent business leaders.
Shabri is an avid traveler and enjoys music, theater, snow skiing, hiking and the outdoors. She lives in Frederick with her two sons, Sean and Erik.
Jane is the Senior Paraplanner at Moore Wealth. Prior to joining our team, she was involved in the financial services industry for over a decade. Jane combines her experience with a keen attention to detail, and superior communication skills, in order to serve each of our clients with proficiency and professionalism. She is also responsible for the careful maintenance of our client records and files.
Jane enjoys educating those who know little about financial matters, taking the time to explain concepts and make certain that they get a clear understanding of their current situation and the choices they can make to reach their goals. She considers this her passion and takes pride in her ability to teach others.
Jane serves on the Board of Directors of the Women's Business Network as the Vice President. She is the co-founder and facilitator of the Build Your Own Business Success group of Frederick, MD. She is a graduate of Salisbury State College with a degree in Social Work. She is registered to sell securities as a Registered Staff Member with Commonwealth Financial Network, and is licensed in Life & Health Insurance in the state of Maryland.
In her spare time, Jane loves to travel, read, decorate, and work in her garden. She resides in Emmitsburg, MD with her husband, Mike. Jane and Mike have two daughters, Emma and Megan.
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Fixed insurance products and services offered by Moore Wealth, Inc. are separate and unrelated to Commonwealth.
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