Sean Moore, CFP® AIF® in

Sean Moore, CFP® AIF®

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Partner | Director of Operations at Moore Wealth at Moore Wealth
📍 Frederick, Maryland, United States

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.

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Experience
10 Years
Current Role
Partner | Director of Operations at Moore Wealth
Job Level
Mid-senior
Location
Frederick, Maryland, United States
Personality Overview

How Sean shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sean cares 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.
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Career

Work history

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

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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Education
2012 - 2014
Unconventional Warfare
John F. Kennedy Special Warfare Center and School
2006 - 2010
Bachelor of Science - BS
University of Maryland
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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