Speaking

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.”