Nathan Moore, WMCP®
Retirement Planning Specialist
Nathan has been in the finance industry since February 2004 and held a leadership position since 2007. He led the Mid-Atlantic Complex as the co-leader of The Capital, comprised of 250 advisors within Maryland, DC and the Commonwealth of Virginia from 2017 through December, 2023. 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 January, 2024, Nathan made the decision to once again work with 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.
Leadership Awards:
2012 - International Management Award from GAMA International
2016 - recognized as a member of their Leaders of Today and Tomorrow segment in GAMA Magazine
2018- GAMA’s Volunteer of the Year
Community Involvement:
-member of the Recognition Committee, the Membership Committee and a GAMA Foundation Ambassador
- Board member of NAIFA-Greater Washington, DC
- member of AALU
- Vienna Little League Baseball
- Hiring Our Heroes Fellowship Program
- Junior Achievement
- Ronald McDonald House Charities
- Childhelp
Nathan 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.
CA License #4361388