Meredith C. Moore, LUTCF, CLTC
Founder & CEO
Meredith Moore brings a passion for lifelong learning to her role as Founder and CEO of
Artisan Financial Strategies. Clients and colleagues alike appreciate Meredith’s unflagging
commitment to empowering others through knowledge, skills and insights that help them meet
financial and personal goals. Her boundless drive and curiosity are always evident, whether
she’s creating a comprehensive financial plan, working to understand and advance women’s
issues or serving as a mentor for other professionals.
Meredith holds a Bachelor of Industrial and Systems Engineering from Georgia Tech, where
she has served on numerous boards, and is a 2017 graduate of Leadership Atlanta. Her
numerous awards and community leadership activities include:
- Woman of Influence Honoree, Atlanta Business Chronicle 2021
- 2020-2021 Spoken on power dynamics in relationships to 15 Fortune 500 companies
- 2020- Board of Directors – NAIFA Atlanta
- 2019-2021 – New York Life Agents Advisory Council (elected by peers to represent other
agents and advisors with home office on key issues)
- 2019-current Forbes Finance Council
- Greater North Fulton Chamber of Commerce Finance Committee – 2019, 2020, 2021
- Leadership Atlanta – Committee for the group’s first Women’s Forum and moderator of the
panel discussion “Critical Issues Facing Women Breadwinners,” 2017-2018
- Businesswoman of Excellence, Greater North Fulton Chamber 2018
- 2018-2019 Woodruff Women’s Giving Circle
- 2018 Who’s Who in NAIFA Atlanta
- Leadership Atlanta graduate Class of 2017
- Best Financial Advisor in Lifestyle Magazine, Alpharetta Reader’s Choice Award 2017
- 2014–2021 - New York Life Chairman's Council
- Georgia Tech Alumni Leadership Circle 2017-present
- Top Women Advisor in Atlanta, NAIFA 2013-2021
- Top Under 40 Advisor, Atlanta NAIFA 2009-2015
- 40 under 40 - Up and Comer’s in Atlanta, Atlanta Business Chronicle 2009
- 4 Under 40 Nation’s Top Financial Advisors, NAIFA 2009
- 2012-current – Five Star Wealth Manager
- 2012-2014 - Eagle Strategies Board of Directors (registered investment advisor of New
York Life)
- Womenetics – POW award winner, 2012
- Kate’s Club – Board of Directors, 2012-14
- Leadership North Fulton graduate 2005
- Client Service Award, Life Foundation 2006
- Mentoring – Meredith has mentored over 100 financial advisors and is currently mentoring
15 advisors in a curriculum-based program she developed
- Cancer support – Guiding families and patients around the world that have been diagnosed
with glioblastoma, based on her personal experience with the disease
As someone who’s not only beaten cancer but kicked its ass, Meredith firmly believes that
perseverance and a methodical approach allow individuals to achieve any goal. In addition to
her client service and community leadership, Meredith is a widely respected writer who
brings a unique perspective to every topic. Her fresh approach and insightful observations
combine with 20 years of professional experience to make her a compelling and sought-after
speaker.
Meredith is a personal growth junkie, fitness enthusiast and self-confessed foodie who
enjoys finding unique restaurants around Atlanta. A lifelong resident of Georgia, she lives
in Roswell with her family (who definitely appreciate Meredith’s energy and drive but are
less enamored with her practice of seizing the day by about 5:00am each morning).
