portrait of Chloe O Moore
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Chloe

For as long as I can remember, I've had two passions: math and music. On weekdays in school, I'd feed my "type A" personality through academia, and on evenings and weekends, I was playing the violin and piano, singing in choirs and taking ballet lessons. By the end of high school, I had to make the difficult decision between pursuing a degree in mathematics and one in music. By the following fall, I was feeding my creative side and went on to have a career as a professional opera singer, which led me to sing all over the world and...

Focus Areas

  • New Investors
  • College Savings
  • Wealth Strategies
  • Sustainable investing
  • LGBTQ+ Finances

Work History

  • Edward JonesDecember 2023 to Current
  • Fidelity InvestmentsFebruary 2023 to August 2023

Education

  • Univ of Arizona-TucsonMasters
  • University of TorontoBachelors

Personal Interests

  • Animal Rescue
  • Community Outreach
  • Home Improvement
  • Pets
  • Reading

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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