Nicholas Moore

Nicholas Moore joined Ideology in September of 2024 as a Certified Financial Planner™ and Wealth Advisor. With a career that began in 2012 at Northwestern Mutual, Nick quickly discovered his passion for guiding clients through meaningful conversations that inspire action and lead to long-term financial success. Over the years, this passion has evolved into a dedicated focus on helping business owners and their families achieve their financial goals while optimizing tax efficiency.

Before fully committing to the financial industry, Nick spent a decade honing his interpersonal skills as a bartender at prestigious luxury hotels like the Ritz-Carlton and Omni Hotels. These experiences, coupled with his work in the insurance and banking industries, have given Nick a unique talent for service and building meaningful connections with clients.

A true Texan at heart, Nick was born and raised in Terrell, Texas. He pursued his undergraduate degree at the University of North Texas and later earned his Certified Financial Planner credentials from Southern Methodist University (SMU) in 2017. After gaining valuable experience as a Private Banker at JPMorgan Chase in Highland Park, Nick achieved his CFP® designation in 2024.

Outside of his professional life, Nick is engaged to his fiancée, Sarah Hovis, and is eagerly anticipating their future together. A die-hard Cowboys fan, Nick endures the highs and lows of each season with unwavering loyalty (he tries, at least). Driven by a deep commitment to making a positive impact, Nick strives to ensure that every client is better off from having met him and takes great joy in bringing exceptional individuals together to foster mutual success.
 

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