Investment Advisor

hmoore@stmmltd.com

Holly Moore joined South Texas Money Management in the acquisition of Third Coast Wealth Advisors, Inc. in April 2006. Holly has a BBA in Accounting and worked in this industry for several years; improving accounting processes by streamlining procedures while integrating internal controls to promote efficient future growth and ease of management. In 2001, she obtained her Series 7 Brokerage License, scoring among the top of her peers.

Prior to joining Third Coast Wealth Advisors, she was employed as a Registered Representative at Charles Schwab, serving as team lead on many projects. The broad array of duties exposed her to many aspects of investing - from helping clients manage different brokerage accounts to answering seasonal tax questions. Holly completed the Certified Financial Planning program at the University of Texas at Austin in 2005 and completed the nationwide CERTIFIED FINANCIAL PLANNERTM exam in March 2006. Currently, she serves on the Board of the Financial Planning Association of Austin and is a member of the National Association of Personal Financial Advisors. Holly is a member of Toastmasters. An avid tennis enthusiast, she participates in most local tennis leagues; as Board member, team captain, and team player.