V. Grace Moore

V. Grace Moore, CFP®, CKA®

Private Wealth Advisor
Greater Washington D.C.
A Message from Grace
grace.moore@bluetrust.com
(410) 891-2900
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V. Grace Moore is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients across Northern Virginia, Maryland, and the greater Washington D.C. area.

As a CERTIFIED FINANCIAL PLANNER®certificant and an experienced wealth advisor to individuals and families, Grace loves to see her clients experience confidence and clarity when it comes to their finances as she provides an objective, third-party perspective. Her goal is to help those she serves to focus on the things that matter most to them as they walk through the planning process. Grace and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ unique needs.

Before joining Blue Trust, Grace served clients for several years at two fee-only, comprehensive financial planning and wealth management firms in the Northern Virginia area.

Grace earned her BS in business administration with a specialization in financial planning from Liberty University, where she graduated summa cum laude. She is a Certified Kingdom Advisor® (CKA®) and was a breakout panelist at the 2023 Kingdom Advisors Conference.

Active in the community, Grace is a McLean Bible Church member, and has served in children’s ministry and her church group. She has also served as a board member of the Financial Planning Association of the National Capital Area for several years, receiving an Emerging Leader Award in recognition of her contributions.

Grace and her husband, Parker, reside in Burke, VA. She enjoys spending time with family, traveling, and being in the great outdoors.

 

Testimonials

 
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Grace has been a blessing and an invaluable wealth of knowledge in helping us gain a deeper biblical view of stewarding the money God has given us. Grace spent much time getting to know us, our goals, concerns, and our current lifestyle in order to fully tailor our retirement portfolio to our unique needs. Her expertise and knowledge were helpful in tax planning, setting up a DAF account to steward our tithes, and helping us understand our current financial status with retirement in mind.

Our trust in Grace has grown in the short time she has guided us. We have full faith in Grace, as she is honest and realistic about what adjustments need to be made now in our lives in order to help ensure our future quality of life in our retirement years.

The Bible says to seek out advice and help from those who can enlarge your vision and broaden your perspectives. In Grace, we found that she has a wealth of knowledge and has become part of our network of advisors. Our plans will be stronger and more likely to succeed with Grace’s guidance and God at the center.

Billy & Stephanie B.Amissville, VA

Resources from Grace

  • Investing Fundamentals for Women

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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