Tim Moore

Tim is a wealth advisor for Mercer Advisors specializing in advanced wealth transfer and estate planning strategies and tax-aware investment and liquidity management. He prides himself on providing concierge-level coordination across the advisory team for his clients.

Prior to joining Mercer Advisors, Tim worked for Lichtenstein Financial, providing holistic financial planning with an emphasis on tax management for high-net-worth individuals and small-business owners. He began his wealth management career at Vanguard, where he engaged in consultative conversations with high-net-worth individuals and families to support their financial goals.

Tim has a Master of Business Administration (MBA) from Florida Atlantic University with an emphasis in finance. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 7 and Series 63 licenses.

Based in Houston, Tim grew up in South Florida. In his free time, he loves taking his sons to the Houston Zoo, on outdoor adventures, and giving them the chance to explore and experience nature.