Professional financial advisors, Bob Fenneman & Marci Fenneman Moore, offer their clients personalized financial strategies to help them meet their goals.
At the Fenneman Moore Financial Group of Raymond James, the financial well-being of the families, individuals, and businesses with whom we work is our top priority. We help our clients meet their specific goals for a strong and stable future.
We specialize in helping families and individuals plan for retirement, college, and other financial goals. We also provide investment and retirement planning services for businesses and their employees.
We believe that in order to help our clients achieve financial security and success in the future we first need to know our clients on a personal level. We need to gain an understanding of both their current situation and long-term goals. Once we obtain a good understanding of both our clients' current situation and desired future, and after a thorough financial analysis, we collaborate with our clients to design a plan to help reach their goals. Over time we monitor the selected portfolio investments, the ever-changing economic environment, and the evolving needs of our clients. We make adjustments as needed to help ensure our clients continue to make progress toward their goals.
Bob Fenneman, AAMS®, Vice President, Investments has over 20 years of industry experience. He earned his Bachelor of Science in Business Economics and Public Policy from Indiana University and a Master of Regional Planning degree from Cornell University. He serves as a Board President for Meals on Wheels of Evansville, and he is a board member for YMCA Camp Carson and YMCA of Southwestern Indiana. He is also a finance committee member at St. John Catholic Church.
Marci Fenneman Moore, CFP®, AAMS®, MBA, Financial Advisor, has over 4 years of industry experience and another 9 years of business experience. She earned both a Bachelor of Science in Business Administration and a Master of Business Administration from Butler University. She serves as a Board Member for the EVSC Foundation, volunteers as a Big Sister through Big Brothers Big Sisters of the Ohio Valley, and is an active volunteer at Annunciation Catholic Parish.
Dawn Gregory, Senior Client Service Associate, has 16 years of industry experience. She studied business at Vincennes University.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
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