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Rachel Moore

Senior Associate

Rachel serves as Relationship Associate and Wealth Strategist in our Atlanta office. In her role, she is focused on helping clients with their priorities and complex financial needs. Additionally, Rachel works with the Wealth Strategies and Investment teams creating tailored plans to accomplish the goals of each client.

Prior to joining Diversified Trust, Rachel worked for Ernst and Young (EY) in the Business Tax Advisory group. While there she specialized in identifying tax-advantaged opportunities by collaborating cross-functionally with internal and external stakeholders.

Rachel is a Certified Public Accountant and holds a CPA license awarded by the National Association of State Boards of Accountancy (NASBA). She received Master’s and Bachelor’s degrees in Accounting from the University of Florida. She is an active member of the AICPA.