Joyce

Moore

ChFC™, LUTCF

Comprehensive Planning

Retirement

FIRM

Joyce Moore Financial Services / Whole Earth Investments

FEE MODEL

Commission

Professional focus & services

Joyce Moore has been in the business of offering financial advice since 1981, initially focusing on working as a management accountant for several small businesses. In 1991, she branched out to include life, health, and disability insurance and mutual funds in her practice and formed Joyce Moore Financial Services. She found that she needed to “put her faith to work” and work toward developing a practice to help clients who wished to invest with their values.

At that point, Joyce joined the Social Investment Forum and shifted her business priorities to include environmental concerns, desires for world peace and justice, and a continuing intense interest in the needs of her clients.

Today, Joyce Moore Financial Services offers clients:

Comprehensive financial planning Tax consulting for the individual and small business Retirement planning Estate planning Investment advice for those who wish to invest with their values Asset management services Trust management Fee-based planning and investment management Mutual funds IRAs and other retirement plans Retirement plan rollovers Variable and fixed annuities Life insurance Disability insurance Long-term care insurance

Education & Experience

The Wharton School, University of Pennsylvania, 1974-1975Lafayette College, 1984-1988Life Underwriters Training Council Fellow, 1995Chartered Financial Consultant, 2001FINRA Series 6, 63, 65, and 7: PA, NY, NJ, NC, and KSLife, Accident and Health Insurance License: PA

Community Involvement

Board Member, Spring Garden Children’s School, 1983-1985Board Member, League of Women Voters of the Easton Area, 1987-1991President, League of Women Voters of the Easton Area, 1989-1990BSA Den Leader, Minsi Trails Council, 1991-1995Assistant Scoutmaster, BSA Troop 31, Minsi Trails Council, 1995-1997Borough Councilwoman, Glendon Borough, 1992-1996Council Vice President, Glendon Borough, 1996-1997Trustee, United Friends School, Quakertown, Pennsylvania, 2004-present Board Member and Trustee, The Philadelphia Folksong Society, 2011-present Volunteer, The Philadelphia Folk Festival, 1972-present

Affiliations: Registered Representative and Advisory Representative, Portfolio Resources Group, Inc. Member, Social Investment Forum, 1991-present Member, Green America, 1991-present Member, First Affirmative Financial Network, 2001-present Member, National Association of Insurance and Financial Advisors, 1992-2007Board Member, Lehigh Valley Association of Insurance and Financial Advisors, 1995-2007President, Lehigh Valley Association of Insurance and Financial Advisors, 2000-2001Director, Pennsylvania Association of Insurance and Financial Advisors, 2002-2007

Personal Note

Who’s Who in America, 2000-present Who’s Who of American Women, 1989-present Mother of two sons, William and Kristofer

Disclosure

Joyce Moore is an Investment Advisor Representative with Portfolio Resources Advisor Group, Inc., an SEC Registered Investment Advisor (SEC File #801-111808), a Portfolio Resources Group Company, 800 Brickell Avenue, Suite 903, Miami, Florida 33131, (305) 732-0299, info@prginc. net, https:

www. prginc. net/advisors. php.

Joyce Moore is also a Registered Representative of Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI.

Joyce Moore subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. She is not an investment advisor representative of First Affirmative Financial Network. First Affirmative is not an affiliate or subsidiary of Portfolio Resources Advisor Group, Inc., nor of Portfolio Resources Group, Inc.