Drew Moore
Associate Advisor, LPL
609 NE 291 Hwy
Lee’s Summit, MO 64086
“I am dedicated to dispelling the common misconception that investing is only for those who are already wealthy.”
I aim to help clients make confident, informed decisions to progress towards their financial goals. I will take the time to understand your unique goals, wants, needs, and outlook on money and investing to make a personalized recommendation. Common goals that I help clients plan for include but are not limited to capital accumulation for retirement, capital preservation in retirement, higher education funding, and estate planning. My value to clients is in the simplification of otherwise complicated financial concepts to ensure that you understand the suggested plan to pursue your financial goals.
I attended Missouri State University in Springfield and cultivated my love for personal finance and investing. While there I graduated with a degree in Financial Planning and then moved back home to Kansas City. In my free time I love watching baseball and football and playing pickup basketball whenever I can. I am dedicated to furthering my knowledge of personal finance so that I can give the best advice to my clients as I possibly can.
Achievements:
- Licenses: Series 7 and 66 with LPL Financial
- Graduate of Missouri State University with a Bachelor’s in Financial Planning
“It is better to have a great team than a team of greats.”- Simon Sinek
We believe our clients deserve the best service possible. Having a team of dedicated individuals, each with their own strong suits, gives our clients the confidence that we can meet their unique needs.
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.