Professional

Bill Moore has been part of Northwestern Mutual Financial Network since 1992 and is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company

 EDUCATION

• Bachelor of Arts in Business from Randolph-Macon College

 AWARDS AND RECOGNITION 

• Million Dollar Round Table Qualifying Member:  1999-2001, 2003-2008
• National Sales Achievement Award: 1997, 1999, 2002
• National Quality Award: 1996-2008
• Northwestern Mutual Financial Network, Forum qualifier: 2007
• Northwestern Mutual Investment Service, MVP qualifier: 2006, 2007, 2008

PROFESSIONAL DESIGNATIONS

ChFC -Chartered Financial Consultant
 

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

CLU - Chartered Life Underwriter
 

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

AEP - Accredited Estate Planner
 

The AEP designation is awarded by the National Association of Estate Planners & Councils to professionals who meet stringent experience and education qualifications.

CAP - Chartered Advisor in Philanthropy
 

The Chartered Advisor in Philanthropy provides Advisors with the knowledge and tools needed to help clients reach their philanthropic goals, while also meeting their non-charitable estate planning and wealth management needs

 Society of Financial Service Professionals

Bill is a member of the Society of Financial Service Professionals, the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisors

National Association of Insurance and  Financial Advisors (NAIFA)

Bill  is a member of the National Association of Insurance and Financial Advisors, the largest financial services membership association in the United States. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of its members.

Million Dollar Round Table (MDRT)

Bill is a qualifying member of the Million Dollar Round Table (MRDT), 1999-2001, 2003-2008.  MDRT is the Premier Association of Financial Professionals.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.