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Tricia Moreno, Financial Advisor

FINANCIAL ADVISOR
Tricia K Moreno

201 Hay Street, Suite 101 A, Fayetteville, NC 28301opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

About Tricia

Helping others has always been at the heart of who I am. My passion for financial services began with a visit to the trading floor of the NYSE, inspiring me to earn a degree in business administration with concentrations in finance and international studies from the University of Richmond. Along the way, experiences in the insurance industry, community volunteering and working with families deepened my commitment to helping others achieve their goals.

As a dedicated Edward Jones financial advisor, my mission is to guide individuals and families toward their financial aspirations through personalized, goal-driven strategies. I focus on building lasting...

Work History

  • Edward JonesNovember 2020 to Current
  • Laufer Insurance SolutionsNovember 2018 to November 2020

Education

  • University of RichmondBachelors

Team Members

  • Carolyn Hair
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(910) 482-3649

Fax

(877) 452-4309

Office Address

201 Hay Street
Suite 101 A
Fayetteville, NC 28301opens in a new window

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