Perry Moore

N. Perry Moore, CFP®, MBA, CBEC®

SENIOR WEALTH MANAGER

After graduating from Western Kentucky University in 2004 with a bachelor's degree in financial planning , Perry knew what he wanted: to work with a financial planning firm that was planning-centric and serving clients as a fiduciary. He passed his CFP® exam in March of 2005, joined Payne Wealth Partners, now United Capital Evansville, one month later and has been here ever since.

"It is so rewarding to be a part of a mission that serves clients lives, not just their money. By helping our clients make better decisions we help them live better lives. At the end of each day it feels good to have earned client trust and be part of their story."

Perry leads the high net worth service line of United Capital Evansville, which focuses on helping clients relate their wealth to what is important in their lives. He completed Chartered Financial Consultant™ (ChFC) course work, which is a continuation of his CFP® education, in 2007 and in 2011 earned his MBA at the University of Southern Indiana. Perry also specializes in helping business owners with their unique wealth planning opportunities and challenges and holds the Certified Business Exit Consultant (CBEC) designation in this space.

Perry serves on the Board of Directors for the Vanderburgh Community Foundation, Board of Directors for Solarbron, Board of Directors of the SW Indiana Red Cross, attends First Christian in Newburgh and supports numerous other local charities via committees and volunteering.

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