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Beth Moore, AAMS™️

Client Service Associate

Beth Moore, AAMS™️

Beth Moore is a Client Service Associate at Regent Peak Wealth Advisors. During her 18 year career in financial services, Beth earned the AAMS™ designation, expanding her knowledge to better assist the clients she serves. Prior to joining Regent Peak, Beth held multiple roles at a national firm including Wealth Management Client Associate, Senior Wealth Management Client Associate, Investment Analyst and Wealth Management Specialist. Beth made a significant impact at that firm through her role as team member coach at the branch level for six years and at the national level for three years. In this role she influenced the firm’s training program for their 6,000 Client Associates by creating new standards and acting as a knowledge resource. Beth presented her best practices at national conferences and created how-to videos for the company’s onboarding process. She was also a peer level advocate and served as a liaison between Client Associates and the executive team to communicate how her role could best serve clients. A native of Baltimore, Maryland, Beth attended University of Georgia and Kennesaw State University and has a degree in Integrative Studies with a minor in Leadership. A former NFL and collegiate level cheerleader, Beth continues her love of cheerleading and coaching by teaching local high school cheer. A resident of Smyrna, Beth has two children, Scarlett and Gabriel, and a Labradoodle named Gingerbread.