J. Holman Moores, CFP®
Associate & Registered Assistant
J. Holman Moores joined the Ozanne Financial team in 2014, and has quickly established his ability to effectively service clients and provide integral support to senior team members. Holman has obtained the Certified Financial Planner™ designation and holds the Series 66 and 7 securities registrations. Holman’s main areas of expertise are account maintenance; financial planning preparation, coordinating distributions and contributions between accounts; and assisting Senior Advisors.
Being a self-proclaimed “people person,” Holman’s sociable nature drew him to the world of financial services where he is afforded the opportunity to interact with and serve a variety of clients on a day-to-day basis. He loves being able to make a positive difference in the lives of his clients and the community at large, as evidenced by his involvement in several youth outreach organizations: Big Tee, Big Brothers Big Sisters, and The Birthday Party Project Young Influencers.