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THE MOORE GROUP

Welcome to the Rockefeller Global Family Office

At The Moore Group, our mission is to provide our clients and their families with customized and dynamic financial solutions. We understand the complexities that come with navigating wealth management, and the importance of family and financial stability.

With over 50 combined years of experience, our team takes the time to build in-depth relationships and deliver wealth management solutions that are tailored to specific financial and personal goals. We look at a client’s entire financial landscape to help execute on more informed decisions regarding wealth planning.

At Rockefeller, we are given the opportunity to leverage the firm’s storied infrastructure, provide our clients with differentiated products, and operate as a client-centric team.  

THE MOORE GROUP

(972) 761-5071

300 Crescent Court
Suite 1450
Dallas, TX 75201

“I believe a financial advisor’s ability to provide sound advice to clients is directly correlated with a proven ability to be transparent and honest; an ideal already deeply instilled in Rockefeller’s value proposition.” 

Marie A. Moore, CPM®, Managing Director, Private Wealth Advisor

We are confidantes, counselors, and navigators, dedicated to managing the complexities of family and wealth.

MARIE A. MOORE, CPM®

Managing Director
Private Wealth Advisor
MMoore@rockco.com
972-761-5070

SHAWN D. MOORE, CPM®, CFP®

Senior Vice President
Private Wealth Advisor 
SMoore@rockco.com
972-761-5071

EMILY H. LUMLEY

Senior Associate
Senior Client Associate
ELumley@rockco.com
972-761-5074

CASSIDY STECK

Associate
Client Associate
CSteck@rockco.com
972-761-5073

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• A comprehensive, global services group for expert live and online auctions, art, jewelry, and other valuable collections.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Our Ideas
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Uniquely Rockefeller Special Client Event – Bruce Flatt
A Conversation with Bruce Flatt, CEO of Brookfield Asset Management
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Engaging Ideas: Acceleration of Decarbonization Driven by the War in Ukraine
The outbreak of war in Ukraine has quickly galvanized the European Union’s commitment to reduce its reliance on Russian energy and accelerate its plans to increase the region’s renewable energy capacity. In this new commentary, we review the short- and long-term implications of this dynamic and the investment implications.
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Energy, Security, Groceries
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MARIE A. MOORE, CPM®

MARIE A. MOORE, CPM®

Managing Director

Private Wealth Advisor

 

Marie has a long standing track record in the industry, she focuses on helping successful individuals and multi-generational families manage and grow their wealth. She also helps manage pension and profit sharing plans for legal and medical professionals.

 

Prior to joining Rockefeller, Marie spent over 30 years at Morgan Stanley, and before that spent nearly a decade at Texas Instruments, where she was the Manager of Mergers, Acquisitions and Divestitures. She also served as the Accounting Manager of the E&CC Division and Worldwide Consolidations Accountant.

 

Marie has received a number of distinctions throughout her many years in the industry.  In 2017, she was named to Forbes inaugural list of “Top 200 Women Financial Advisors” and continues to be listed on Forbes’ ”American’s Top Women Advisors” in 2017-2020. Financial Times ranked her among the “Top 400 Financial Advisors” in 2016, and Barron’s has regularly honored her in the following rankings: “Top 100 Women Financial Advisors” (2012, 2014 – 2020), “Top 1,200 Advisors” (2014 – 2020) and “Top 1,000 Advisors” (2008 – 2013).

 

Marie prides herself on professional development. She was a Family Wealth Director and Senior Portfolio Management Director at Morgan Stanley and was a member of the firm’s Chairman’s Club (2010-2020). Marie earned her Certified Portfolio Manager® designation from Columbia University and received her M&A Certification from Northwestern University’s Kellogg GSM. She is a graduate of the University of Texas at Arlington and earned her M.B.A. from the University of Dallas. She has been a member of Menttium 100 since 1997, where she mentoring future executive women.

 

A first-generation Italian-American, Marie and her husband live south of Dallas. She sits on the board of several private companies and is involved in many charities. In her time outside of the office, Marie enjoys spending time with her grandsons.

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SHAWN D. MOORE, CPM®, CFP®

SHAWN D. MOORE, CPM®, CFP®

Senior Vice President

Private Wealth Advisor

 

Shawn D. Moore is a Senior Vice President, Private Wealth Advisor at The Moore Group. Shawn began his career in wealth management in 2006 and has a passion for working closely with high net individuals and multigenerational families to develop customized financial plans. He remains committed to helping clients achieve their goals, which often entails financing a major acquisition, planning for a successful retirement and minimizing taxes through asset management strategies.

 

Shawn graduated from the University of North Texas with a B.S. degree in Business and Information Systems. He began his career at BSG as a technology consultant. He then joined Entercon International, a start-up that became e2i, a global IT firm. While there he managed IT projects of multinational corporations in North America and Europe. Shawn left the IT industry in 2005 to join his mom at Morgan Stanley and form The Moore Group. As a team they work to enable their clients to achieve their personal and financial goals.

 

His background in Technology has allowed him to build a practice that is in line with the fast-paced global economy we live in. He has extensive experience in retirement planning, investment selection and estate planning strategies. Shawn earned the distinguished CERTIFIED FINANCIAL PLANNER (CFP) designation from the College for Financial Planning in 2009. He also achieved the Certified Portfolio Manager (CPM) credential from Columbia University in 2016.

 

Shawn, originally from Dallas, splits his time between Dallas and Denver, where he now lives with his wife and two sons. Shawn enjoys camping, hiking and winter sports with his family.

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EMILY H. LUMLEY

EMILY H. LUMLEY

Senior Associate

Senior Client Associate

 

Emily joined Rockefeller in 2020. Prior to that she spent 15 years at Merrill Lynch Wealth Management where she worked as a Client Associate until becoming a Registered Senior Client Associate. Emily prides herself on being a mentor and a coach to her peers and values personal development. Joining the Moore Group at Rockefeller her goal is to continue to provide exemplary service.

 

Emily resides in Plano, Texas with her husband, Scott, and her 3 dogs. Outside of the office she enjoys entertaining family and friends, being outdoors and traveling.

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CASSIDY STECK

CASSIDY STECK

Associate

Client Associate

 

Cassidy D. Steck is a Client Associate and member of The Moore Group at Rockefeller Capital Management. Cassidy joined the team in 2019 while they were at Morgan Stanley.

 

After finishing her education at the University of Wisconsin where she earned her degree in Finance, Cassidy started her career supporting one of the top private wealth management teams in the Midwest at Merrill Lynch. Cassidy had a successful run as a Regional Sales Manager with Ameriprise Financial, coaching over 100 financial advisors down the East Coast on marketing, client acquisition, and financial planning.

 

Cassidy enjoys the solving component that comes with financial planning and is eager to help high net worth individuals plan for goal achievement, retirement, and leaving a tax efficient legacy.

 

Originally from Wisconsin, Cassidy lives in Denver with her partner and their dog; she spends most of her free time enjoying the outdoors skiing, hiking, and camping.

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