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                      Meet Meredith

                      Meredith C. Moore, LUTCF, CLTC®

                      Founder & CEO

                      Meredith Moore is the founder and CEO of Artisan Financial Strategies, a firm that redefines what it means to navigate life’s financial complexities. Known for her insightful, straightforward approach, Meredith has spent over two decades empowering clients to take control of their wealth and align their financial decisions with their most meaningful goals.

                      Meredith is not your typical financial advisor. Her journey—from overcoming significant personal adversity, including a battle with brain cancer, to building a respected financial firm has shaped her unique perspective on resilience, reinvention, and the power of thoughtful planning. She believes that financial strategies should not only secure the future but also create freedom and opportunity in the present.

                      At Artisan Financial Strategies, Meredith leads with intention, building a firm that prioritizes inclusivity, innovation, and connection. Her team specializes in guiding high-achieving individuals, business owners, and executives through complex decisions such as equity compensation, succession planning, and philanthropic giving. The firm is particularly passionate about serving women breadwinners, people of color and those navigating major life transitions.

                      Meredith’s role extends far beyond financial planning. As a mentor, she has cultivated the next generation of financial advisors, with a particular focus on advancing women and people of color in the industry. As a connector, she brings together leaders, entrepreneurs, and changemakers to foster collaboration and growth. As a community leader, she serves on the boards for the Atlanta Women Foundation and Entrepreneurs Association and advocates for causes close to her heart, including women’s empowerment and entrepreneurship.

                      Resilient yet approachable, Meredith’s philosophy is grounded in the belief that success is not defined by avoiding challenges but by rising to meet them with courage and strategy. Her own experiences—both personal and professional—have reinforced the value of living intentionally and making decisions that align with core values.

                      “My job is to provide mission-critical advice in the face of irreducible uncertainty. I embrace that for every client, and each one knows I'm in 100%.”

                      — Meredith C. Moore

                      MY STORY BY MEREDITH MOORE

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                      Meredith C. Moore

                      Founder & CEO of Artisan Financial Strategies

                      Meredith Moore is the Founder and CEO of Artisan Financial Strategies. With over 20 years of experience as a financial planner, she is an engaging and extraordinarily knowledgeable speaker who frequently presents on a variety of wealth management topics. She also frequently speaks to groups interested in issues of gender, money and power within domestic relationships, bringing together anecdotal observations and data-driven insights in niche-specific presentations tailored for your audience’s focus area.

                      Creating a strong rapport with audiences of every size, she has been a TEDx speaker, keynote speaker for a crowd of 2500, the ERG speaker at a major Fortune 500 company, as well as conducting CPE and CLE for individual firms. Meredith’s compelling style helps her convey complex information in a way that resonates with her audience, whether she’s addressing Fortune 1000 companies, senior leadership teams, employee resource groups or professional services organizations.

                      Always passionate about helping others hit their wealth targets, Meredith is an advocate of deep planning. Her presentations capture and hold attendees’ attention with relatable anecdotes and a plethora of actionable insights that extend beyond general surface planning.

                      “No matter how limited the time and how busy the participants, it is vital to thoroughly vet wealth management strategies against an individual’s circumstances and goals, both personal and financial,” Meredith stresses. “I work to educate others about the critical need to approach this topic frankly and inspire them to take full advantage of all their options, helping them create efficient yet effective and comprehensive financial plans that unite all actions to support overarching goals.”

                      Download Meredith’s Speaker Sheet

                      To request a customized presentation or schedule Ms. Moore for an event, contact Artisan Financial Services at (770) 587-0281 or email mmoore@artisanfsonline.com.

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                      Phone: (770) 587-0281
                      Email: mmoore@artisanfsonline.com

                      1125 Cambridge Square, Suite C
                      Alpharetta, GA 30009

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                      Disclosure

                      Meredith Moore is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AR (AR Insurance License #3984114), CA (CA Insurance License #0D60252), CO, FL, GA, LA, MD, ME, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

                      As a New York Life Agent, Meredith Moore is licensed and authorized to offer insurance in California and Arkansas, but Artisan Financial Strategies, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

                      Meredith Moore is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                      Meredith Moore is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, CA, CO, FL, GA, KY, LA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, OK, SC, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                      Adam Tolliver is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AZ, CA (CA Insurance License #0L03742), CO, FL, GA, LA, MD, NC, NJ, NM, OH, PA, TN, TX, and WA. No insurance business may be conducted outside the states referenced.

                      As a New York Life Agent, Adam Tolliver is licensed and authorized to offer insurance in California, but Artisan Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

                      Adam Tolliver is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1125 Cambridge Sq Ste C, Alpharetta, GA, 30009, 770-587-0281. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, CA, CO, DC, FL, GA, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                      Adam Tolliver is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, CA, CO, DC, FL, GA, LA, MD, MI, MS, NJ, NM, NY, OH, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                      The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                      Artisan Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                      Neither Artisan Financial Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                      For more information about NYLIFE Securities LLC and its investment professionals.

                      Click here

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