Shelby Moore

Shelby Moore

Investment Advisor Representative/Analyst

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Shelby joined The Oak after spending 10 years working in the chemical and paper industry. He spent his first years with the company taking on new roles and challenges within the business, learning more about the industry.

His current role is as an analyst for mutual funds, separately managed accounts, and fee-based portfolios. Shelby also specializes in college planning for the team, and assists in the research of alternative investments such as REIT's, Oil and Gas Limited Partnerships, and Managed Futures.

He strives to have a working knowledge of the best products available in the marketplace.