Will Moore, CFP^®

Wealth Advisor, Dallas

Will Moore serves as a Wealth Advisor, acting as a primary advisor to client families and delivering a full spectrum of services tailored to their financial well-being. He crafts strategies that help clients achieve their goals while confidently navigating life’s financial complexities.   

Will began his finance career at Simmons Bank on the secondary mortgage banking team, managing the mortgage pipeline by selling loans and maintaining hedge positions. Later joining Tolleson Wealth Management, he progressed from Analyst to Senior Analyst, where he supported lead advisors by preparing comprehensive financial analyses on investments, estate planning, tax planning, debt management, and insurance.

Will graduated from Southern Methodist University, where he earned a Bachelor of Business Administration in Finance and served for three years as a placekicker on the football team. He is also a CERTIFIED FINANCIAL PLANNER® professional. Will lives in Dallas with his wife and their dog, Ellie, and enjoys long-distance running and cheering on the SMU Mustangs.