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About
David Moore, MPAS®, is a Partner at Trinity Strategic Wealth™ with over 34 years of financial services experience. He specializes in individualized 401(k) education, retirement, tax and estate planning. David enjoys helping people meet their financial goals and objectives.
David earned a Master of Science in Personal Financial Planning and holds the designation of MASTER PLANNER ADVANCED STUDIES from the College for Financial Planning. He is a graduate of Northeastern State University, the Defense Language Institute and Leadership Tulsa.
David and his wife, Cheryl, have one adult daughter, and two grandchildren. They are members of Memorial Baptist Church.
David Moore
My Team
These are the wonderful people who I work with.

Anna Vincent
Executive Assistant to David Moore
anna.vincent@raymondjames.com(918) 858-2813View profile
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Office Hours
08:00 AM - 05:00 PM
Monday - Friday