Meet the Team

Behind every great firm are outstanding individuals.

Meet the professionals of Atlas Private Wealth Management.

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Kathleen M. Moore, FPQP™

Client Services Team Leader

kmoore@atlaspwm.com

800-432-7447 ext. 132

 

Kate is an Client Services Team Leader with Atlas Private Wealth Management.  She supports a team of Wealth Management Advisors by helping to perform many day-to-day operations.  Kate works directly with clients to set up new accounts, transfer assets, track cost basis information, and facilitate transactions.

Kate is adept at relationship building.  She is knowledgeable in providing friendly, thorough customer service to clients.

Kate has completed the Foundations in Financial Planning program and earned her designation as a Financial Paraplanner Qualified Professional™ in February 2015.