Shelly Moore

Operations Manager

Shelly has over 15 years’ experience in financial services, focused primarily on delivering exceptional service to clients and building strong, lasting relationships.  Shelly’s experience allows her to work closely with the wealth management team and operational team to deliver comprehensive solutions for the clients.

Shelly received her Bachelor of Business Administration with a concentration in Finance from the University of Memphis, and her Masters in Data Analytics from the University of Tennessee.

When she is not working, you can find her volunteering with Make-a-Wish Foundation or coaching youth soccer.