Peg Forbes

2019 Forbes Top Women Wealth Advisors

May 2019 Peg Moore named to Forbes Top Women Wealth Advisors 
I am humbled to receive this accolade, which I believe represents an impressive list of professionals that come to work with one goal in mind — helping their clients succeed.

The Forbes 2019 Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Shook Shack
Team New Center
Pinnacle Event

Press Archive

Barron's Speaking Engagement | Feb 2018
"Lessons in Leadership:  The Biggest Mistakes We've Made"

SIFMA Speaking Engagement | Fall 2016
"Protecting Your Senior Clients:  Prevention, Identification and Action"


Barron's IMCA Why Professional Credentialing | 2015



On Wall Street | September 2, 2014
Break the Silence:  Getting Clients to Discuss Inheritance


Wall Street Journal | November 21, 2013
Advisers Say Many Clients Unrealistic About Retirement
Think Advisor / Research Magazine | March 1, 2016
How Advisors Can Stop Losing Clients' Heirs as Clients 

TheStreet / CBS Moneywatch | October 1, 2014
Why Caregivers Face Extra Retirement Hurdles 


Investments and Wealth Institute | March/April 2014
On the Move 


Wealth Management | May 29, 2012
How to Financially Advise Unmarried Couples
Stutzmann-Moore Wealth Management Group

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IL, IN, LA, MD, MI, MN, MO, NC, NY, OH, PA, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2019 Wells Fargo Advisors. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX