Karly Moore
Chief Compliance Officer & Operations Manager
Karly brings more than 15 years of experience in customer service, business administration and operations to Waterstone Financial. Karly has a Bachelors in Economics and Business Administration from Townson University. At Waterstone, Karly will assist in managing daily office operations, working closely with the advisors and clients in processing new business and providing account management and client service support.
Karly was born and grew up in Annapolis, Maryland. In 2015, she moved to Florida and has lived in various places throughout the state. Karly enjoys being outside, boating, attending local community events and spending time with family.
Karly has a young son, Jaxson and two rescue pups, Bosun and Mako.
Experience something completely different.
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12597 New Brittany Blvd, Fort Myers, FL 33907
239-288-0977
ADVISORY DISCLOSURE
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Waterstone Financial Advisory is an SEC registered investment adviser located in the State of Florida. Waterstone Financial Advisory only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered and sold through Waterstone Financial and individually licensed and appointed insurance agents.
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