Merrill Lynch Financial Advisor James Moore

Merrill Lynch Financial Advisor James Moore is a financial planner in Mt Pleasant, SC. The Condon Moore Team provides individualized wealth management services, focusing on creating and growing wealth, preserving wealth, and assessing the distribution of wealth during life and at death. The firm serves clients by working one-on-one to develop personalized financial strategies designed to help pursue long-term goals.

The Condon Moore Team acts as a trusted team of advisors for families, working closely with estate attorneys, accountants, and other investment advisors to provide objective strategies. The team includes Mary Helen Condon Moore, a Senior Vice President and Senior Financial Advisor who has received recognition from Forbes as a Best-in-State Wealth Advisor and a member of the Best-in-State Wealth Management Teams. She has also been recognized by Working Mother's as one of the Top Wealth Adviser Moms.

The business information for this firm is well-documented online, and the website is well-optimized for search engines to read cleanly.

The Condon Moore Team provides dedicated wealth management and financial planning services to the Mt Pleasant community.

Services:

• Assessing the distribution of wealth at death
• Assessing the distribution of wealth during life
• Creating and growing wealth
• Preserving wealth
• estate planning services
• guidance on concentrated stock positions
• retirement income planning
• traditional investments