Caroline M. Moore assesses wealth preservation strategies by providing comprehensive analysis in the areas of investment planning, cash flow management, tax planning, entity administration, and estate planning. She collaborates with her colleagues and with clients’ various estate and tax specialists to assist her clients with achieving their short-term and long-term financial goals. She finds the most rewarding part of her role to be forging personal relationships with her multi-generational client families.
Prior to joining The St. Louis Trust Company, Caroline worked at Moneta, one of the largest registered investment advisors (RIA) in the country. She graduated from Southern Methodist University in Dallas with a Bachelor of business administration in accounting and a minor in economics.
Outside of the office, Caroline enjoys walking and running outdoors, playing tennis, and spending quality time with family and friends. She is inspired by nature, music, and classic literature.