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.
Barron’s Speaking Engagement | Feb. 2018
“Lessons in Leadership: The Biggest Mistakes We’ve Made”