Terry Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on understanding clients’ full financial pictures to develop personalized wealth management strategies aimed at helping pursue their long-term goals. His approach involves open and constructive communication to discover the pertinent information necessary for clients to achieve their financial objectives.
Terry specializes in areas including college education planning, employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as investment consulting for defined contribution plans. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).
He earned a Bachelor’s Degree from Northwestern State University of Louisiana and a Master’s Degree from Centenary College of Louisiana. Terry actively participates in professional and community organizations including the Bossier Chamber of Commerce, Rotary Club of Shreveport, Shreveport Chamber of Commerce, and Volunteers of America. His community involvement extends to board membership with Christus Health Louisiana and participation with the Biomedical Research Foundation of Northwest Louisiana, Louisiana State University Shreveport Foundation, and Northwestern State University Foundation. He enjoys baseball, biking, football, golfing, music, reading, softball, surfing, swimming, and table tennis.