Meredith C. Moore

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).

"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%."