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When you work with us, you’re a member of the family. Making a strong commitment to you and building a long-lasting relationship is of the utmost importance to MooreConstant. https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/1740429920207-5CK38XCFUY7XZ3P2Q2SN/daniel-olah-Gx0ZfLuEX9Y-unsplash.jpg About - A Team Approach. In 2018, Jon Constant and Jake Moore formed the MooreConstant team to advise individuals and businesses on their wealth management, financial planning, and financial independence goals. Our hand-picked team brings together a collective expertise to best serve our clients and provide high-quality service. We also have access to the following tools, systems, and resources: • eMoney client platform and planning support services • Advanced Markets Team Through our broker dealer, MML Investor Services, LLC we have access to the following: • National Financial Services for account custody services • Morningstar investment research platform • Envestnet for advisory trade execution, account monitoring, and due diligence services Additional Resources: • CPAs* • Estate Planners* • Multiple Insurance Brokerages* https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/1740429920211-X9VDQMJDZBI5BAHU62HA/PartnerLogos-01.jpg About https://www.mooreconstantwealth.com/our-team-old daily 0.75 2025-02-25 https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/1740429922680-9A7Q9IA4C2QII4B09YA6/Headshot_Jon+Constant.jpg Our Team - Jon Constant FINANCIAL ADVISOR Jon began his career in wealth management over 15 years ago with American Express Financial Advisors and spent 12 years in various advisory firm leadership positions. Most recently, he served as the managing principal of a national independent broker dealer, covering the state of Georgia from 2014 to 2018. Jon holds the Chartered Retirement Planning Counselor designation through the College for Financial Planning and previously held leadership positions with financial services industry organizations, including NAIFA. Jon has been proud to call Atlanta home since 2005, and for the past five years has resided in the Ansley Park neighborhood with his wife, daughter, and their two dogs. Jon met his wife, Sintra, while attending Bates College in Lewiston, Maine, where they are both alums. They’re now active in the Atlanta area Bates Club. They also are members of All Saints Episcopal church in Midtown Atlanta. In his leisure time, Jon enjoys traveling with his family, playing tennis and golf, fly fishing, and other outdoor activities. He’s an avid sports fan and can often be found with clients catching a game, playing a round of golf, or fishing. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/1740429922688-DLYQSWEFVKH9ZNPDW99B/Headshot_Jake+Moore.jpg Our Team - Jake Moore FINANCIAL ADVISOR I CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Jake is a proud alumni of the University of Georgia’s Terry College of Business, where he received a BBA in Finance. He began his career in the wealth management business over five years ago with the Atlanta office of Waddell & Reed, a national independent broker dealer. Jake has worked diligently over the past five years to build a practice focused on comprehensive planning for individuals and small businesses with an emphasis on elite client service. Jake holds a Chartered Retirement Planning Advisor designation from the College for Financial Planning, as well as the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards. Jake was born and raised in Albany, Georgia and has been proud to call Atlanta home since 2013. In his leisure time Jake enjoys traveling with friends and family, water and snow skiing, tennis, golf, fishing, hunting, and most outdoor activities. He also enjoys watching all sports and can often be found catching a game with his clients or inviting them to play a round of golf or go hunting. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/81ce5540-1331-4f04-a843-0af5b4f8ec72/Headshot.png Our Team - Brad Leventhal ASSOCIATE FINANCIAL ADVISOR Brad works with clients to assess their current financial situation and then helps them to identify their financial goals, concerns and develop strategies to help address them. He believes in taking a comprehensive approach to financial planning that integrates investment management, retirement income needs, estate and legacy objectives, and tax-planning strategies. Brad enjoys working with with younger clients who are building their wealth, families and careers, and he understands the strategies that can help them pursue their long-term goals. Brad began his career in the asset management business at Angel Oak Capital, an Atlanta-based investment management firm. During his time there, he worked with financial advisors and registered investment advisory firms across the country, gaining experience in investment strategy, portfolio construction, and advisor relationships. Brad joined MooreConstant Wealth in 2026 to continue his career in comprehensive wealth management. He is a proud alumnus of the University of Georgia’s Terry College of Business, where he earned a B.B.A. Brad was born and raised in Fort Lauderdale, Florida, and has lived in the Atlanta area since 2023 with his wife and golden retriever. In his leisure time, he enjoys traveling with friends and family, trying new restaurants, and spending time outdoors. He is also an avid sports fan and is always happy to catch a game, talk football, or play a round of golf. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/1740429922702-S5ATUKIB6P95MGXOVQ96/Mary+Perdue.jpg Our Team - Mary Sanford Perdue CLIENT SERVICE ASSOCIATE Mary’s a graduate of Auburn University’s Raymond H. Harbert College of Business with a degree in Marketing. After graduation, she moved to Atlanta and began her career as an event coordinator. Later, she joined The Piedmont Group as Director of Recruitment. Mary joins our team as a Client Service Associate. Beyond supporting our clients with any account servicing, she works closely with Jake coordinating financial planning to ensure a quick and seamless process. Originally from Greenville, Alabama, Mary has enjoyed following her father’s footsteps in the financial field. In her free time, she can be found exercising, cooking, visiting her twin sister, or watching a sporting event, especially her Auburn Tigers! Email — LinkedIn https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/1740429922708-N9OROZEW11IBI505UZEO/DK0A4203.jpg Our Team - George Nolen FINANCIAL ADVISOR George graduated from the University of Alabama and served two years in the US Army. He started his insurance career with Connecticut Mutual until its merger with MassMutual. George has received numerous industry awards and has earned certifications including Chartered Life Underwriter and Chartered Financial Consultant. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. George is a native of Birmingham, Alabama. He and his wife Susan have two grown married sons. In his leisure time he enjoys golf, swimming, travel and being at the lake with family and friends. Email — LinkedIn https://images.squarespace-cdn.com/content/v1/67bcda5a233f903f6a39c554/1740429922711-C0UPJ84MJL61ON3FZ6C1/Eliza+Neal+Headshot.jpg Our Team - Eliza Neal CLIENT SERVICE ASSOCIATE Eliza is a graduate of The University of Alabama Culverhouse College of Business with a degree in Marketing. After graduation, she moved back to her home city, Atlanta, and joined the MooreConstant team as a Client Service Associate. Along with dedicated client service, Eliza provides investment operational and administrative support to the team. In her free time, she can be found learning the guitar, playing with her dog Sully, or cheering on the Atlanta Braves! 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