Nathan Moore
Retirement Planning Specialist, The Capital
- Role
- Retirement Planning Specialist at Equitable Advisors
- Location
- Falls Church, VA, US
- LinkedIn followers
- 500 followers
About Nathan Moore
Nathan has been in the finance industry since February 2004 and in a leadership position since 2007. He is a Regional Executive Vice President within the Mid-Atlantic Complex of Equitable Advisors, co-leading The Capital, which is made up of 250 advisors within Maryland, DC and the Commonwealth of Virginia. In 2015 he was listed as one of Jacksonville Business Journals “40 under 40” as well as received the President’s Trophy in 2015 and 2018 for his work in the North Florida/South Georgia Branch as well as the DC Branch. In addition to his Leadership role, Nathan also works with select clients as a Retirement Planning Specialist, an Equitable Advisors title he earned through Certificate in Retirement Planning from The Wharton School, University of Pennsylvania. The Wharton School is recognized around the world for its academic excellence at every level of business education. Nathan holds the FINRA series 7, 24, 53 and 66 registrations as well as the appropriate Life and Health licenses.Community Involvement-member of the Recognition Committee, the Membership Committee and a GAMA Foundation Ambassador- Board member of NAIFA-Greater Washington, D.C- member of AALU - Vienna Little League Baseball- Hiring Our Heroes Fellowship Program- Junior Achievement- Ronald McDonald House Charities- ChildhelpNathan is a graduate of Ashland University in 2002 with a double major in Finance and Economics. While at Ashland, he participated in the Eagle Investment Group and the Varsity Baseball team. In 2013, Nathan was inducted into the Ashland University Athletic Hall of Fame and in 2016 he received the Young Alumnus Award.Nathan and his wife, Alyssa, reside in Virginia with their two children, Kennedy and Rowan.
Experience
Retirement Planning Specialist
Jan 2024 — Present · Falls Church, VA, US
Education
Ashland University
BS
1998 — 2002
University of Pennsylvania - The Wharton School
Certificate in Retirement Planning
2010 — 2010
Boston University
Financial Planning
2010 — 2011
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