Advisor

Jerry Moye

My superpower is being an active listener

I communicate most effectively with my clients by actively listening and asking thoughtful questions about their lives and financial circumstances. As a former professional musician who has traveled and played all over the world as a drummer, and as a sales coach who led a team for 15 years, the skill of active listening is both innate to me and something that I consciously hone every day. In addition to taking in what my clients say, I also look beyond the surface of the words to hear the meaning behind them. This is why my clients tell me on a frequent basis that I truly understand who they are and what they individually need. My commitment is to offer the best solutions and ensure that my clients understand the reasoning behind my advice.

What inspired you to join Bernstein?

A mentor and friend originally put the thought in my head that it was a good idea for me to join Bernstein. However, it was learning in-depth about the role and the people I met during the interview process that kept me in pursuit of the opportunity to work here. Bernstein acts as a financial fiduciary and this gives me the freedom to truly make decisions in my clients’ best interest. I view it as my responsibility to fully understand their priorities and goals so that I can serve their needs in the best way possible.

When I first learned about Bernstein, I was at a point in my life where I was deciding as to whether or not I should become an entrepreneur or embark upon an entirely new career path. As I continued to learn about Bernstein and the firm’s commitment to serving clients at the highest level, I felt that every single aspect of the financial advisor role and this organization matched my personality perfectly. In reflecting back on my path to Bernstein, I was definitely meant to end up here.  

What differentiates you from other advisors?

To say my career and life journey have been nontraditional is an understatement. I have always, literally and metaphorically, marched to the beat of my own drum. After graduating from Swarthmore College, a private liberal arts school in Pennsylvania, I launched a career as a professional drummer. During this time, I was afforded the opportunity to play with well-known musicians and musical groups in the industry. I worked as a musician in Europe for eight years, primarily based out of Paris, France, and Barcelona, Spain, and played concerts in 16 different countries and countless cities overseas. As a musician, I listen to music more closely than other people. I hear everything from the bassist to the pianist, and truly listen to the lyrics. I absorb all of those elements collectively and on their own. After my career in the music industry, I worked in pharmaceutical sales and also as a sales coach and manager. In both these roles, active listening was critical to interacting, in a positive way, with the doctors and my team. I became a better listener because of those positions. Today, in my role at Bernstein, I believe that listening is the key to understanding others. Through listening, I know which questions to ask my clients in order to elicit the information I need to achieve the right outcomes for their situation.  

What passions do you pursue outside of work?

Outside of work, I serve as a board member and International Service Project Chair for my Rotary Club. Volunteering and giving back is very important to me. I also love to travel with my family. We have been to China, Thailand, Hong Kong, the Philippines, and all over the United States together so far. I am also an avid coral reef aquarist and have maintained several tanks over the past 17 years. In addition to that, I enjoy reading, mostly nonfiction, and keeping up with current events. Finally, I continue to play the drums for relaxation and stress relief.

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