David R. Moore

Background

About David R. Moore

As a Wealth Specialist at Mesirow Wealth Management, I work with high net worth clients to achieve their financial goals and aspirations through customized and comprehensive solutions. I leverage my public policy analysis and investment banking background to provide insights and guidance on complex personal finance issues such as tax planning, estate planning, and charitable giving. Currently, I am pursuing the CERTIFIED FINANCIAL PLANNER ™ designation. As a team, we take a holistic approach with our clients. Financial literacy and education is a cornerstone of my practice. Topics of emphasis include, employer-provided benefits, such as pension option and 401(k) plans, behavioral finance, and personal budgeting. I graduated from Duke University in 2021 with a BA in Public Policy Analysis, a minor in African/African-American Studies, and a certificate in Innovation and Entrepreneurship. I was a 2019 Forbes 30 Under 30 Scholar and a leader of several student organizations. I am passionate about financial literacy and inclusion. Outside of work, I enjoy boxing, reading, sports, and photography. I am an active mentor and member of the Urban Initiatives Associate Board. Urban Initiatives (Ul) is a non-profit organization aiming to teach social and emotional regulation to children through intentional play. I volunteer as a high school mentor and coach throughout the year at various events and game days. About Mesirow: Mesirow is independent, employee-owned, and ranked in Barron's 2023 Top 100 RIA Firms list. Mesirow Wealth Management has served clients via a personal, custom approach to reaching financial goals for over 85 years. Disclosure: recognition-disclosures Let's start turning your financial dream into a reality.