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West Chester

Ryan Moore

Financial Services Associate

As a Financial Services Associate at Legacy Planning, I work daily with Robert Wermuth assisting with the preparation of materials for client review meetings and providing the highest level of service to our existing clients.  With strong and efficient communication skills, I also manage the implementation of all necessary follow-ups and next steps as defined in a client’s financial plan.

I graduated from Liberty University in 2015 with a Bachelor of Science in Finance and Financial Planning. Following graduation, I worked for Ameriprise in Northern Delaware. This work experience helped me to improve my client service skills as well as increase my passion for working with clients as they plan their financial futures.  

My wife, Laura, and I live in West Chester, PA with our dog Maple. I enjoy the traveling, golf, tennis, and pretty much any other sport that allows me to be outside.

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