W. David Moore, Founder and Managing Partner at Moore Wealth Management, created the company in 2013 but has been in the insurance and financial management business since 1984. In the last 30 years, he has gained valuable experience providing financial analysis, strategic planning and market analysis for several major public and private companies.
David has been an active member in various leadership positions within the industry, serving on the board of directors for the Society of Insurance Research, and chairing industry-level committees for the Independent Insurance Agents and Brokers of America. He has been a regular speaker at several national industry meetings concerning strategic developments in the industry and has led seminars for the members of these industry groups. David is also a founding member and past president of the BNI Developers Network, a group of business professionals dedicated to helping its members build their respective businesses through networking and strategic alliances.
David is active in his community, and has held many leadership positions with the Boy Scouts of America. David resides in Holmdel with his wife Nancy and their two children. David is honored to have been recognized as a Five Star Wealth Manager* for 2014 as announced in NJ Monthly. This recognition is awarded to fewer than 3% of the advisors in the State.
Moore Wealth Management, LLC.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
BUSINESS CONTINUITY PLAN
Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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W. DAVID MOORE