Matthew S. MooreCBEC®, AIF®

Managing Director, Partner

Contact:
410.472.5391
Education:
James Madison University, Bachelor of Business Administration with an Economics concentration
Honors:
Circle of Excellence Recognition at Merrill Lynch

As a Managing Director and Partner at Verdence, Matt advises families, non-profits, and businesses on all of their specific financial goals and needs. He has over two decades of industry experience and started out his career at Merrill Lynch where he served as a Senior Financial Advisor and First Vice-President of Investments. Outside of Verdence, Matt serves on the Board of Directors for The House of Ruth Maryland, a non-profit serving women and children who are victims of domestic violence.

Get to know Matt!

If I was not a financial advisor I would be:

”Unemployed”

If I could invite anyone, living or dead, for dinner, I would invite:

“Winston Churchill”

A hobby I wish I had more time for:

“Car racing”

Three items to have when stranded in the desert:

“Water (for survival), hat (I’m hair challenged), satellite phone (check on clients/talk with the office)

News story headline about my life:

“Local Philanthropist Made Education Available for All”

Three words that describe me:

“Dependable, Fun-Loving, Interested”