Douglas R. Moore

Douglas R. Moore

Financial Advisor

Phone: 610-993-9200
E-mail:
 

Doug is a career financial services professional. He began as a CPA and then spent a decade as a Community Banking executive. He maintains an active CPA license but does not provide any services as a CPA. In his current position, he works with a select group of high net worth families and business owners helping them reach their financial goals through a clear set of objectives and regular communications designed around each client’s unique circumstance.

 

Doug’s background includes time as an Interim CEO and Chief Financial Officer of a publicly traded Bank. Doug has over 14 years experience in banking, including treasury work managing bank investment portfolios totaling over $400 million. Doug served as an auditor and consultant for Deloitte for over 11 years and also has experience as the CFO of a regional capital markets group.

 

Doug graduated with a BS in Accounting from The Pennsylvania State University and holds his Series 7, 24, 27,63 and 65 security registrations. Doug has been a frequent speaker at Community Banking Conferences and the Financial Managers Society of Philadelphia. He also served as a director of the Financial Managers Society and received the annual award for Outstanding Membership Involvement. Doug currently serves on the Board of Directors of the Delaware County SPCA, and is an active member of The Financial Managers Society of Philadelphia and the PICPA.  He is a member of the PICPA Personal Financial Planning Committee. He has appeared as a guest on the Legislative Report television show produced by the Pennsylvania Legislature and on NBC10 Live at 5.