Joseph A. Moore, CFP®Family Wealth Director

: Washington, D.C.: https://www.linkedin.com/in/joseph-moore-cfp%C2%AE-0b5a9466

Joseph Moore is a Family Wealth Director at Keel Point. He directs and manages the delivery of comprehensive financial services for intergenerational, multinational families according to their mission, vision, values, and goals. He provides technical and counseling expertise for intricate portfolios and customized financial estates. Additionally, he is the primary liaison with outside family advisors, attorneys, CPAs and investment departments to implement tax, estate, charitable, and real estate strategies and transactions.

Joe is a CERTIFIED FINANCIAL PLANNER™ and has worked as a family representative and associate within the firm. Joe is a graduate The Ohio State University’s Fisher College of Business where he earned a Bachelor of Science in Business Administration with a focus in Finance and was a member of the varsity men’s soccer team.