Portfolio Specialist

Robert Moore

As a Portfolio Specialist at LeConte Wealth, Robert provides ongoing operations, planning, organizational and technology support to clients.

Robert joined LeConte after managing major client relationships in the steel industry for more than 20 years. In 2001 he brought his client relationship skills to the financial services industry with Farm Bureau Insurance in Blount County. Robert is licensed to offer Life and Health Insurance in Tennessee.
Robert graduated from the University of Memphis in 1987 with a degree in Business Administration. In 1999 he graduated from the Dale Carnegie Institute’s sales and management curriculum.

Robert lives in Maryville, Tennessee with his wife Kim, son Conner and close to his adult children, Kara and Ryan. He is a proud grandfather to two grandsons. Away from work Robert enjoys UT Football and Basketball, camping, jogging. He is a deacon and trustee at East Maryville Baptist Church.

On Friday nights in the autumn chill, you will find Robert on the field of a local high school football game in a black and white striped shirt. He has worked 25 years as a TSSAA football official. Robert’s experience was recognized by being selected to officiate the Tennessee State Championship games in 2013, 2016 and 2019.  He is also a member of the Blount County Football Officials Association.

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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

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SVB Financial Collapse – Why You Should Care
SVB Financial Collapse – Why You Should Care
The events that started to unfold at the end of last week at Silicon Valley Bank (parent company SVB Financial) may seem like a world away from East Tennessee, but it definitely brought flashbacks of the 2008-2009 financial crisis. While the differences are significant between the two events, and to elaborate on those is beyond...
Level Up Your Treasury Trading Game To Max Out Your Yield
Level Up Your Treasury Trading Game To Max Out Your Yield
Our clients and social media followers know that we have been encouraging savers to pull money from their low yielding bank accounts and put it into short-term Treasury obligations. If you do, you’ll earn more than 5% (annualized) for six month to 12 month terms. When considering your options there are subtle differences between the...
Your Time is Priceless
Your Time is Priceless
At this time of year, I always struggle and worry that “there’s not enough hours in the day.” The start of Spring is a convergence of my favorite time personally and my most challenging time professionally. On the work side, tax season runs from the beginning of the year through April. Additionally, it’s baseball season...
Is Your Bank Robbing You of Earnings on Your Short-Term Savings?
Is Your Bank Robbing You of Earnings on Your Short-Term Savings?
If you are earning less than 4.5% on your bank savings dollars, you are giving your bank permission to steal from you. Over the past few weeks, I’ve had multiple conversations with clients, friends and family about banks and other investment companies offering them alternatives to the traditional savings account. The most common alternative offered...
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Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.