PROFESSIONAL PROFILE
The Moore Wilson Group focus is on comprehensive generational financial planning and investment advice for high net worth and affluent families. The end goal is to provide the family with a disciplined approach to monitoring their financial life. This is done through ongoing communication and investment alignment adjusting to life's changes and market environments,while keeping focused on the family's long term goals.
With 60 years combined experience, Susan and Amy, provide knowledge and skill in these key areas, including: investment management, cash flow and budgeting, liability management, retirement planning, banking, insurance and long term health care planning. The team is proud to have earned the esteem of their peers and a reputation for delivering the highest levels of proacative advice and service.
Amy L. Moore
Vice President
Senior Financial Advisor
Certified Divorce Financial Analyst®
Chartered Retirement Planning Counselor®
Certified Special Needs Advisor
Celebrating 30 years with Merrill Lynch, Amy's specialty is helping men and women navigate the specific financial challenges associated with critical life transitions: such as, divorce, widowhood and retirement. As a Certified Divorce Financial Analyst, she has had years of experience and special training in guiding clients through every step of the divorce process. Amy is involved with numerous organizations including the Junior League of Boston, Massachusetts Bar Association, the Boston Symphony Orchestra Association of Volunteers, and the Vincent Club, a major fundraiser for the women’s division of Massachusetts General Hospital. She holds a Bachelor of Science degree in Marketing/Management from Bentley University and lives in Manchester, Massachusetts.
Susan L. Wilson
Vice President
Senior Financial Advisor
Chartered Retirement Planning Counselor®
Certified Divorce Financial Analyst®
Certified Special Needs Advisor
Susan has been a financial advisor with Merrill Lynch for 30 years. She specializes in generational planning; helping today's families, their children and their aging parents plan for each stage of their lives. As a, Chartered Retirement Planning Counselor, Susan helps her client protect their assets against longevity risks and rapidly rising health care costs. Susan is the co-founder of,"North Shore Women of HOPE", a non-profit, women's professional group that gives their time and support to Esperanza Academy, a school for, "at risk" girls, in Lawrence, Massachusetts. A graduate of Elmira College, where she earned a Bachelor of Science degree in Business Administration. Susan resides with her family in Andover, Massachusetts.
Lisa A. Guerriero
Client Associate
As Client Associate for The Moore Wilson Group, Lisa has repeatedly been rated one of the top 100 client associates at Merrill Lynch. Providing exceptional client service is her number one priority. With more than 13 years in the financial services industry, Lisa assists clients in virtually every area of their banking and financial lives, from statement reviews and account access to credit and lending services. Lisa lives in Pelham, New Hampshire.