Portfolio Specialist

Robert Moore

“My unwavering dedication to the financial services industry is fueled by witnessing clients achieve their life goals/purpose. Building strong relationships, offering guidance, and playing a part in their success stories bring me immense fulfillment. LWM’s family atmosphere and caring leadership extend to my family, providing opportunities to leverage my strengths and contribute to charitable initiatives. Rooted in pleasing Christ, my values of trustworthiness, respect, and dependability shape my personal and professional relationships. Putting clients first, I strive to deliver exceptional service and unwavering support, ensuring their needs are always met.”

Robert joined LeConte Wealth Management after managing major client relationships in the steel industry for over 20 years. Since joining LeConte in July of 2014, Robert has dedicated himself to providing exceptional service to our clients. He builds trust and handles client situations with meticulous care as a Portfolio Specialist, offering ongoing operations, planning, tax, and organizational support to our team and clients.

Robert’s educational background reflects his commitment to continuous learning and practical experience. He graduated from the University of Memphis in 1987 with a degree in Business Administration majoring in finance, equipping himself with a solid foundation in the field. In 1999, he further enhanced his skills by completing the sales and management curriculum at the esteemed Dale Carnegie Institute.

Beyond his professional endeavors, Robert is an active member of our community. He dedicates his time and efforts to East Maryville Baptist Church, where he serves as a deacon and trustee. He actively participates in working with youth boys and children’s sports programs at the church. Additionally, Robert supports important charitable causes through his work with the United Way of Blount County, demonstrating his commitment to making a positive impact in the lives of others.

On a personal note, Robert resides in Maryville, Tennessee, with his wife Kim. He is fortunate to be close to his three adult children, Kara, Ryan, and Conner. Robert takes great pride in being a loving grandfather to four grandchildren, soon to be five. When he’s not working, he enjoys indulging in his passion for UT Football and Basketball, camping, jogging, and maintaining an active lifestyle.

On Friday nights in the autumn chill, you will find Robert on the field of a local high school football game, dressed in a black and white striped shirt. He has worked as a TSSAA football official for 28 years (and counting). Robert’s experience and expertise were recognized when he was selected to officiate the Tennessee State Championship games in 2013, 2016, 2019, and 2022. He is also a member of the Blount County Football Officials Association.

https://lecontewealth.com/wp-content/uploads/2020/12/bob-cropped-twtr.jpg

GET IN TOUCHContact Robert

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
robert@lecontewealth.com
Check out our writings

Financial Friction

blog posts
bt_bb_section_top_section_coverage_image
Should I pay more tax today?
Should I pay more tax today?
As we get ready to enter the fourth quarter, we often start thinking about making wise tax decisions before the calendar flips. I doubt you ever think that paying more taxes this year would be the right answer. In fact, one of my most common calls is clients asking, “how do I pay less tax...
Money, Power, and Purpose: The Pursuit
Money, Power, and Purpose: The Pursuit
Imagine a mountainside meadow lit by the morning sun, where cows graze peacefully. Does it resemble something like this? This image represents one of the earliest forms of wealth, but it barely scratches the surface of what defines modern business. Everything has a history, and the business landscape we know today is vastly different from...
Estate Planning for Generation X: Secure Your Future Today
Estate Planning for Generation X: Secure Your Future Today
Estate planning is a topic often associated with older wealthy adults, but it’s a crucial task for individuals in their 40s and 50s. At this stage in life, you likely have more assets and responsibilities, making estate planning even more important. Let’s delve into why estate planning matters for Gen Xers and what key steps...
Mindset Shifts
Mindset Shifts
Lewis Howes is a name you may or may not have heard of before. He has a strong presence on Instagram, the social platform I use most frequently, with close to 3 million followers. I came across him on my “Search & Explore” feed. I googled his name and started reading about him. The more...
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

703 William Blount Drive,
Maryville, TN 37801
Get in touchLeConte Social links
We participate in the online community. Connect with us.

Copyright 2023 LeConte Wealth Management LLC. All rights reserved.

Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.