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                      In the News

                      If you’d like to schedule an interview with Meredith Moore or Adam Tolliver please call (770) 587-0281 or email info@artisanfsonline.com.

                      Kitces Podcast

                      Meredith Moore Interviewed by Top Finance Podcaster Michael Kitces

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                      InvestmentNews

                      How Firms Can Meaningfully Improve Diversity, and Why They Should

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                      Atlanta Business Chronicle

                      Meredith Moore, one of Atlanta’s 2021 Women of Influence

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                      The Wall Street Journal

                      Three Questions With Financial Planner Meredith Moore on Managing Your Money After Job Loss

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                      InvestmentNews

                      Meredith Moore talks about Women and Retirement Preparedness

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                      CFP Research Colloquium

                      Meredith Moore Co-authored and Presented Academic Article with Nathan Astle in Washington, DC on Gender, Women, & Power: Equality in Financial Planning

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                      Awards

                      As a leader in the profession who’s on the cutting edge of financial advisory trends and developments, it’s no surprise that Meredith has garnered quite a list of awards. Some of the honors and distinctions she’s received include:

                      Atlanta Business Chronicle

                      Women of Influence, 2021

                      NAIFA

                      Top Women Advisors in Atlanta, 2013-2020

                      Leadership Atlanta

                      Class of 2017

                      Atlanta NAIFA

                      Top Under 40 Advisor, 2011-2014

                      Atlanta Business Chronicle

                      40 Under 40, 2009

                      NAIFA

                      4 Under 40 Top Financial Advisors in the country, 2009

                      Atlanta NAIFA

                      Top Women Advisors, each year since inception

                      Womenetics

                      POW award winner, 2012

                      Atlanta

                      *5 Star Wealth Manager, 2012 - Current

                      *The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process: feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non institutional discretionary and/ or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/ selection methodology, go to fivestarprofessional.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, MI, 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, IL, 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, IL, 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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