Holly Moore, CFP®

Executive Vice President & Relationship Manager, Partner
hmoore@stmmltd.com   

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.