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Nathan L. Moore, WMCP®
Regional Executive Vice President
Nathan Moore is an Executive Vice President, Mid-Atlantic Complex of Equitable Advisors. He began his career in the financial services industry in Cleveland, Ohio in 2004. Since then, he has worked his way up, becoming a Vice President in Cleveland in 2007, where he built a team of over 20 financial professionals. It was then that his success in leadership took off, receiving several company awards, including the National Builders Trophy in both 2011 and 2012. In 2013, Nathan was promoted to the Executive Vice President role within the organization, becoming the youngest in company history to hold the title. Knowing his determination and capabilities, he was tasked by leadership to head up the North Florida-South Georgia marketplace. Nathan’s success continued, and in 2015, was named one of Jacksonville Business Journal’s “40 under 40” award recipients. He was also awarded his first President’s Trophy for Outstanding Branch Performance the same year. Staying with the company, Nathan moved to Washington, D.C. in November of 2016, where he subsequently was awarded the President’s Trophy again in 2018. Nathan now co-manages a firm known as The Capital, which is comprised of over 250 team members throughout Maryland, Washington D.C., and the Commonwealth of Virginia
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 is FINRA series 7, 24, 53 and 66 registrations as well as the appropriate Life and Health licenses. In 2019, Nathan completed the requirements to receive the Wealth Management Certified Professional (WMCP®) designation from the American College.
In addition to internally, Nathan’s leadership has been recognized nationally within the industry as well. In 2012, Nathan was awarded the International Management Award from GAMA International. He was recognized again in 2016 as a member of their Leaders of Today and Tomorrow segment in GAMA Magazine as well as in 2018 as GAMA’s Volunteer of the Year. Nathan is an active member of GAMA as well, serving as a member of the Recognition Committee, the Membership Committee and as a GAMA Foundation Ambassador.
Currently, Nathan is an active member of NAIFA-Greater Washington, D.C., where he serves as a member of the board and is one NAIFA-Greater Washington DC’s Four Under Forty award recipients. He is an active member of AALU and a coach for Vienna Little League Baseball. He works closely with the Hiring Our Heroes Fellowship Program, which helps veterans separating from service pursue careers in a variety of industries. He volunteers with Junior Achievement, Ronald McDonald House Charities and 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.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
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