Justin Moore
Justin Moore is a Senior Vice President and Senior Financial Advisor with KM & Associates at Merrill. Justin provides tailored advice, detailed analysis, and reliable responsiveness to individuals and families, helping them harness the power of their wealth. He has significant experience guiding people through key crossroads in their finances, while helping them cultivate the long-term habits that can enhance their financial security.
Justin has earned multiple accolades for his work as a Financial Advisor, recognition that he attributes to the quality of his client relationships:
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Forbes "Best-in-State Next Generation Wealth Advisors," 2019.
Published on September 4, 2019. Rankings based on data as of March 31, 2019.
Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors," 2017, 2018.
Published annually July – Sept. Rankings based on data as of March 31 of current year.
Forbes “America's Top Wealth Management Teams High Net Worth,” 2022 & 2023
Published annually in November. Rankings based on data as of March 31 the same year.
People from varied paths look to Justin for advice and guidance. Many are physicians and other professionals in the medical field. Others are CPAS and executives in financial services. And still others have created a unique path to wealth, including business owners and multigenerational families. To each client’s situation, Justin brings a readiness to engage deeply with client priorities through attentive listening, a balanced perspective, and resolute problem solving. Empathetic by nature, he appreciates the singularity of each relationship, sensitive to each person’s distinctive ambitions and goals. He strives to do everything he can to demonstrate each client’s importance, connecting them to a suite of capabilities designed to make their financial lives easier, more streamlined, and less stressful.
Justin joined Merrill in 2011, providing him with significant experience addressing the needs of an affluent clientele. Previously, he served as a Financial Auditor and Consultant with Dixon Hughes Goodman (DHG). Justin earned his B.S. in Accounting and Finance from North Carolina A&T State University and his Master’s degree in Accounting from the University of North Carolina at Greensboro. Committed to bringing clients a differentiated level of advice, he holds two wealth-management credentials: the Accredited Asset Management SpecialistTM AAMSTM designation and Chartered Retirement Planning CounselorTM CRPCTM designation.
Within Merrill, Justin is a member of the Black/African American National Leadership Council and the Black Professional Group (BPG). Dedicated to giving back to his community, he serves on the boards of Big Brothers Big Sisters of the Central Piedmont and Kappa Alpha Psi Fraternity, Inc.
Justin and his wife Hona live in Greensboro with their three young children: Sawyer, Jade, and Sora. Outside the office, Justin loves to spend time with his family, cycle outdoors, and explore new destinations with his family.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*2019 Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1980 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*2023 Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Forbes “America’s Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.Forbes “America’s Top Wealth Management Teams High Net Worth” list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
