Client AssociateDownload vCard
Trevor Moore is a 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 Keats Connelly where he was the primary relationship manager for over forty 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. Earlier in his career, Trevor worked as a Processing Specialist for Vanguard and a Financial Advisor for The University of Phoenix.
He has earned a Master of Business Administration and 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 family and friends.