peg forbes

2021 Forbes Top Women Wealth Advisors & 2021 Best-In-State Wealth Advisors

May 2019, April 2020, and March 2021 — Peg Moore named to Forbes Top Women Wealth Advisors

January 2020 and February 2021 – Peg named to Forbes Best-In-State 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, 2020, and 2021 Top Women Wealth Advisors and Forbes 2020 and 2021 Best-In-State 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.

Press Archive

press photo 1.png
press photo 2.png
press photo 3.png

Barrons Event Peg _ Paula_402x537.jpg

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"

Think Advisor / Research Magazine | March 1, 2016
"How Advisors Can Stop Losing Clients' Heirs as Clients"
Learn More
Barron's IMCA Why Professional Credentialing | 2015
TheStreet / CBS Moneywatch | October 1, 2014
"Why Caregivers Face Extra Retirement Hurdles"

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

Investments and Wealth Institute | Spring 2014
"On the Move"
Learn More
Wall Street Journal | November 21, 2013
"Advisers Say Many Clients Unrealistic About Retirement"
Wealth Management | May 29, 2012
"How to Financially Advise Unmarried Couples"
Learn More
Stutzmann-Moore Wealth Management Group

Investment and Insurance Products are:

  • 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

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 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 registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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.

© 2021 Wells Fargo Clearing Services, LLC. All rights reserved.


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