Executive Vice President & Relationship Manager, Partner
Holly Moore is an Executive Vice President and Relationship Manager at South Texas Money Management and a partner of the firm. Ms. Moore has been with the firm’s Austin office since April of 2006 and provides a broad range of investment and financial services to existing clients, in addition to cultivating new business for the firm. As a CFP® professional, Moore offers clients financial planning services as well.
Before joining South Texas Money Management, Ms. Moore was with Third Coast Wealth Advisors in Austin and was a registered representative with Charles Schwab prior to that. She holds a BBA in Accounting from the University of Houston, and has over 15 years of industry experience. In March 2006, Ms. Moore earned the CERTIFIED FINANCIAL PLANNER™ designation after completing the Certified Financial Planning program at the University of Texas at Austin.
Ms. Moore has earned the Five Star Wealth Manager designation for seven consecutive years, and has been included in Texas Monthly’s Five Star Professional feature. She has served on the Austin Financial Planning Association Board as a committee member, President, and Chair. Ms. Moore has been involved with Impact Austin for several years and currently serves on the Philanthropic Education Committee.