Let's move forward. Together.

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Women-multigen family

Laura Moore, CFP

Registered States:
  • AL
  • CO
  • FL
  • FL
  • GA
  • IN
  • LA
  • MD
  • MI
  • NC
  • NY
  • OH
  • SC
  • TN
  • TX
  • VA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • CERTIFIED FINANCIAL PLANNER

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Women investors
Financial planning
Retirement planning
Estate planning strategies
Multi-generational families
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601

Email Me

Helping women take charge

Helping women take charge

House View Monthly

Adult children with parents

Dividing wealth across generations

A new era of wealth is underway

And this is your time to define success on your terms.

Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings