Perry Moore, CFP®

Managing Director

Perry Moore is responsible for assisting clients with financial and estate planning at United Capital Financial Advisors. In his role, he focuses on strategically helping his clients align their lifestyles with their wealth planning goals.

Perry joined Payne Wealth Partners, what is now United Capital, in 2005. Perry served as Director of Wealth Planning at Payne Wealth Partners and focused his work on helping high-net-worth families preserve their multi-generational wealth by utilizing the proper estate planning strategies and investment solutions.

In 2004, Perry earned his Bachelor’s degree in Financial Planning from Western Kentucky University and went on to receive his Master’s of Business Administration from the University of Southern Indiana. He holds both the Chartered Financial Consultant® (ChFC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.

Perry is an Eagle Scout and enjoys the outdoors and woodworking and home improvement projects, although his favorite thing to do is make memories with his friends and family. Perry and his wife, Amanda, have two children, Emma and Ethan.

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