Will Moore, CFP^®

Wealth Advisor

As a Wealth Advisor at Versant Capital Management, I serve as a primary advisor to client families, offering a comprehensive range of services that address their entire financial well-being. By developing personalized strategies aligned with their goals, I coordinate our services to help manage, preserve, and grow their wealth.

I started my career in finance at Simmons Bank on the secondary mortgage banking team, where I helped manage the mortgage pipeline by selling originated loans and maintaining hedge positions. I also developed and maintained an internal mortgage rate sheet to support a more accurate and competitive pricing model. I later spent several years at Tolleson Wealth Management, starting as an Analyst and advancing to Senior Analyst. In this role, I supported lead advisors by preparing comprehensive financial analyses on various personal wealth management topics, including investments, estate planning, tax planning, debt management, and insurance. Through tailored strategies and in-depth assessments, I helped individuals and families optimize their financial portfolios and achieve long-term goals.

I graduated from Southern Methodist University, where I earned a Bachelor of Business Administration in Finance and served for three years as a kicker on the football team. I am a CERTIFIED FINANCIAL PLANNER® professional. I live in Dallas with my wife and our dog, Ellie, and in my free time, I enjoy long-distance running and cheering on the SMU Mustangs.