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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) 761-5000

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

ROBIN BARRY

Associate Vice President
Client Associate
RBarry@rockco.com
972-761-5075

EMILY H. LUMLEY

Senior Associate 
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 serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

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.

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