Professional Focus and Services
Joyce Moore has been in the business of offering financial advice since 1981, initially focusing on working as a management accountant for several small businesses. In 1991, she branched out to include life, health, and disability insurance and mutual funds in her practice and formed Joyce Moore Financial Services. She found that she needed to "put her faith to work" and work toward developing a practice to help clients who wished to invest with their values.

At that point, Joyce joined the Social Investment Forum and shifted her business priorities to include environmental concerns, desires for world peace and justice, and a continuing intense interest in the needs of her clients.

• Comprehensive financial planning
• Tax consulting for the individual and small business
• Retirement planning
• Estate planning
• Investment advice for those who wish to invest with their values
• Asset management services
• Trust management
• Fee-based planning and investment management
• Mutual funds
• IRAs and other retirement plans
• Retirement plan rollovers
• Variable and fixed annuities
• Life insurance
• Health insurance
• Disability insurance
• Long-term care insurance

Professional Affiliations

• Registered Representative and Advisory Representative, Financial West Group
• Member, Social Investment Forum, 1991–present
• Member, Co-op America, 1991–present
• Member, Progressive Asset Management, 2001–present
• Member, First Affirmative Financial Network, 2001–present
• Member, National Association of Insurance and Financial Advisors, 1992–present
• Board Member, Lehigh Valley Association of Insurance and Financial Advisors, 1995–present
• President, Lehigh Valley Association of Insurance and Financial Advisors, 2000–2001
• Director, Pennsylvania Association of Insurance and Financial Advisors, 2002–present

Education and Experience

• The Wharton School, University of Pennsylvania, 1974–1975
• Lafayette College, 1984–1988
• Life Underwriters Training Council Fellow, 1995
• Chartered Financial Consultant, 2001
• FINRA Series 6, 63, 65, and 7: PA, NY, NJ, NC, MD, VA, KS and CA
• Life, Accident and Health Insurance License: PA

Community Involvement

• Board Member, Spring Garden Children’s School, 1983–1985
• Board Member, League of Women Voters of the Easton Area, 1987–1991
• President, League of Women Voters of the Easton Area, 1989–1990
• BSA Den Leader, Minsi Trails Council, 1991–1995
• Assistant Scoutmaster, BSA Troop 31, Minsi Trails Council, 1995–1997
• Borough Councilwoman, Glendon Borough, 1992–1996
• Council Vice President, Glendon Borough , 1996–1997
• Trustee, United Friends School, Quakertown, Pennsylvania, 2004–present

Personal Notes

• Who’s Who in America, 2000–present
• Who’s Who of American Women, 1989–present
• Mother of two sons, William, age 23, and Kristofer, age 21

Disclaimer
Registered Representative with Financial West Group, Member FINRA, SIPC, MSRB
Supervised from the Financial West Group Branch Office: 250 Redington Avenue, Troy, Pennsylvania 16947; phone: 570.598.5075.
Joyce K. Moore subscribes to a package of professional services offered by First Affirmative Financial Network, LLC (FAFN). She is not an investment advisory representative of FAFN. First Affirmative is not an affiliate or subsidiary of FWGBack to Top

The credential(s) CFP®, AIF® listed above page bear trademarks; for technical reasons, trademarks are not shown above. We appreciate your understanding in this matter.