FOR IMMEDIATE RELEASE: 7/10/25
Triage Financial
Julia Wolfe
julia@triage-financial.com
Moore named a Forbes Best-in-State Financial Security Professional
He is ranked #7 in the state of Alabama for 2025
Athens, GA: Today, R. Bryant Moore, ChFC®, CLU®, was named as a 2025 Forbes “Best-in-State” Financial Security Professional in Alabama, where he is ranked #7. This award recognizes him as one of the best financial securities professionals in Georgia, as determined by SHOOK® Research. In choosing the “best in state” advisors to be named to this list, SHOOK Research focused on quantitative and qualitative criteria, such as production/premiums, persistency rates, compliance records, client retention, best practices, community involvement, and client service models.
“I couldn't be prouder of Bryant Moore for earning a place on Forbes’ list of Top Financial Security Professionals in the state of Alabama,” said Reagan H. Wolfe, CEO of Triage Financial. “Bryant’s expertise, consistency, and heart for his clients have helped elevate not only their financial lives, but also the entire Triage Financial team. This recognition reinforces the standard of excellence we strive to uphold every day.”
About R. Bryant Moore: R. Bryant Moore, ChFC®, CLU® joined Ashford Advisors in 2003. Bryant serves successful executives and entrepreneurs, and has worked extensively helping physicians, dentists, and practice owners make smarter financial decisions — from residency through retirement. In 2025, Bryant joined Triage Financial, a dedicated team within Ashford Advisors that works exclusively with medical and dental professionals. Although based out of Alabama, Bryant and his team are available to clients across the country.
About Triage Financial: Triage Financial was launched in 2025 with a clear mission: to deliver thoughtful, comprehensive financial planning built around the real pressures and priorities of medical and dental professionals. More information about Triage Financial can be found at triage-financial.com.
About Ashford Advisors: Based in Atlanta, Georgia, Ashford Advisors is a financial services firm with the mission of growing the wealth and enhancing the financial security of our clients through the development of comprehensive financial strategies. Since 1898, our advisors have strived to make a lasting, positive impact on the lives of their clients and the communities in which they live. Ashford Advisors is a general agency of The Guardian Life Insurance Company of America, New York, NY. Financial services available to individuals and business owners through Ashford Advisors include strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity, and investment products, including mutual funds. More information about Ashford Advisors can be found at ashfordadvisors.net.
Data provided by SHOOK® Research, LLC. Data as of 12/31/24.
Source: Forbes.com (July 2025).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2025 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.