David R. Moore is a financial advisor at RBC Wealth Management, where he is a member of the Heide Wealth Management Team. His vision is to serve as a confidant and advisor who educates and enlightens athletes and families through financial literacy, helping them take ownership and control of their financial lives while building and protecting generational wealth.
David entered the financial services industry in 2021 with a desire to make a meaningful impact in clients’ lives through financial literacy, investing and saving. He began his career in investment banking at Mesirow Financial before transitioning to the firm’s wealth management division. He joined RBC Wealth Management in July 2026.
His primary goal when working with clients is to provide education and peace of mind in financial decision making. He believes in goal-oriented investment strategies that help clients pursue financial confidence, and he works to add value by helping each client establish realistic financial goals and then designing a customized investment plan to meet their needs both now and in the future.
David earned a Bachelor of Arts degree in public policy studies from Duke University in 2021. He completed his CFP education at Northwestern University in 2024 and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in May 2025. He has passed the Series 7, 63 and 79 exams.
Outside of work, David is a proud Chicagoan and passionate about giving back to the community. He serves on the Young Professional Board of The Greenwood Project, an organization focused on opening financial services career pathways for the next generation, and the Associate Board of Urban Initiatives, which helps underserved youth develop social and emotional regulation through sport and play. An avid boxer and martial artist, a golf enthusiast, and actively involved in the Saint Ignatius College Prep alumni community, David enjoys staying connected to the city he calls home.
