Experience
Clarke Moore’s love of working with numbers, helping people, and increasing their financial literacy for positive wealth outcomes has led to a 30+ year legacy of fiduciary care. He has been a CPA for over three decades and a financial advisor for more than twenty years. As a CPA, Clarke and his wife Kathy ran a successful accounting practice which they sold to focus solely on investment management. Now, Clarke uses his accounting acumen to create tax-aware investment portfolios for clients across multiple generations.
Born and raised in Rock Hill, South Carolina, Clarke was taught the value of hard work and caring for others. His first employment experience was at a roadside stand selling peaches for a dollar an hour. While times have changed and Rock Hill has grown and evolved, Clark and Kathy are proud to continue calling it home. Together they have two married daughters and two grandchildren.
Credentials
BS Financial Management, Clemson University 1983Certified Public Accountant, Finra Series 7,63 ad 65 registrations.
Community Involvement
Oakland Avenue Presbyterian Church
- Lifelong member and former an Elder, Sunday School teacher, basketball coach and member of Various committees
- Current member of Finance Committee
York County Library
- Former board member and Treasurer
Salvation Army
- Former a board member and Treasurer
Sullivan Middle School PTO
- Former a board member and Co-President
Westminster Towers Life Plan Community
- Current a board member