Robert Moore is a Client Service Associate for Wescott, overseeing all administrative activities relating to the custodians where client’s financial assets are held. This includes account maintenance and openings, asset transfers and addressing client needs with respect to their accounts. Bob also supports Wescott’s financial advisory team with client requests and matters.
Prior to joining Wescott, Bob was a Client Service Representative with Asset Planning Services (APS). He began his career with Chick-fil-A. During his time with the company, Bob helped with the opening of one of their Washington DC locations. There, he served as the Director of Human Resources focusing on the onboarding, training, and additional HR responsibilities.
Bob graduated from Liberty University with his Bachelor of Science in Business Administration, with a focus on Human Resources and Project Management. During his time at Liberty, he volunteered with his local Society for Human Resource Management (“SHRM”) chapter where he served as the Vice Present of Training. In 2021, Bob received his Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.
He resides in Lansdale, Pennsylvania.