Trevor Moore is a Senior Client Associate with MRA Associates. In this role, he provides support to private wealth clients in a number of different areas including investment advisory, wealth management, and tax planning and compliance. Trevor focuses on maintaining high-quality client relationships and ensuring the clients’ financial goals are met.
Prior to joining MRA Associates in 2017, Trevor was an Investment Officer at KeatsConnelly where he was the primary relationship manager for over 40 clients. In that role, he developed investment policy statements, discussed investment strategy and portfolio management with clients, and executed trades to align portfolios with agreed upon allocations.
He has earned a Master of Business Administration and a Bachelor of Science in Business with an emphasis in Global Business Management from the University of Phoenix.
In his free time, Trevor enjoys golfing, traveling, and spending time with his wife and son.
Money. It’s how we buy groceries, pay for electricity, and save for retirement. There are thousands of books, TV shows, and movies all about money. It’s an essential part of our everyday lives, yet as soon as you bring it up during your Fourth of July BBQ, the room goes silent. Then all your friends and family are staring at you, wondering why you would say such a thing. You look around and find yourself asking, ‘What, is there something in my teeth?’.