Emily Moore

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Client Service Associate

Client Service Associate

 

Emily Moore is a Client Service Associate at Center for Financial Planning, Inc.® Emily oversees the client service side of relationships, including account opening and maintenance and financial planning support.

Emily worked in the banking industry before joining The Center in 2016. She married in May of 2017, so you may have also known her previously as Emily Lucido. She works most closely with Sandy Adams, CFP®, and Bob Ingram, CFP®, and has a special interest in helping clients organize finances following a loved one’s death. As a Notary Public, Emily is willing to help clients with any documents that require a notary seal.

Emily lives in West Bloomfield with her husband Mike. Outside of work, Emily has a passion for arts and crafts, which inspired her to form The Center’s Creativity Committee. She enjoys crafting with co-workers and has spearheaded several projects, including crafting coasters for the office and creating wreaths with clients at an open house event. She also tracks the Creativity and Health & Wellness Committee budgets.

EDUCATION:

  • Bachelor of Business Administration, Finance, Northwood University