Sean Moore, CFP® AIF®

Questioner
DISC Type : c

Partner | Director of Operations at Moore Wealth at Moore Wealth

Frederick, Maryland, United States

Overview

Sean Moore is the Partner and Director of Operations at Moore Wealth, where he leverages operational expertise from his military background. An Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ (CFP®), he holds a degree in Finance from the University of Marylands Robert H. Smith School of Business and has multiple FINRA licenses.

Outside of work, Sean is deeply involved in his Frederick community. He serves on the Board of Directors for the Mental Health Association and is an active member of the Rotary Club of Carroll Creek. He and his wife enjoy CrossFit, downhill skiing, and scuba diving.

Prior to his career in finance, Sean served for six years in the U. S. Army as a Green Beret with the 10th Special Forces Group.

Personality Overview

Value Seeker

Price-Sensitive

Systematic

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Financial Planning
His role involves developing comprehensive financial plans and managing business processes for clients at Moore Wealth, specializing in wealth management.
Mental Health Advocacy
He serves on the Board of Directors for the Mental Health Association of Frederick County, demonstrating a strong commitment to community wellness.
Community Involvement
As an active member of the Rotary Club of Carroll Creek, he chairs committees for major local events like Frederick's Oktoberfest.

Media Appearances

Sean Moore – Partner | Director of Operations at Moore Wealth (Team Bio). Featured in Moore Wealth (official website)

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Get to Know Our Team: Meet Sean Moore, Partner & Director of Operations at Moore Wealth. Featured in Facebook

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Moore Wealth Feb 1, 2024. Featured in YouTube

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Work History

1-2022
Partner | Director of Operations at Moore Wealth at Moore Wealth
1-2021 - 5-2023
Associate Advisor | Director of Operations at Moore Wealth
2019 - 1-2021
Chief Operations Officer at Moore Wealth
8-2017 - 1-2021
Client Services Manager at Moore Wealth
6-2016 - 9-2016
Germany Liaison Officer at United States Army Special Operations Command (USASOC)

Education

2012 - 2014
Unconventional Warfare from John F. Kennedy Special Warfare Center and School
2006 - 2010
Bachelor of Science - BS from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 10 Location : Frederick, Maryland, United States Job Level : Mid-senior Designation : Partner | Director of Operations at Moore Wealth at Moore Wealth
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Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Sean

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sean move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Sean take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Sean

Personality Compatibility


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