Broker Check
Kevin C. Moore, CLU®, RICP®

Kevin C. Moore, CLU®, RICP®

Managing Partner

Kevin Moore is the Managing Partner for Waypoint Financial Partners. He joined his current broker-dealer, now called Equitable Advisors in 1993 in Knoxville and served as a Divisional Vice President for East Tennessee for 14 years. He opened the Cleveland office in 2010 with partner Matt Wiseman and Operations Manager Gabe Gamble.

Kevin’s team works comprehensively with their clients’ wealth management plans. Using a disciplined process, Kevin and the team identify your objectives, analyze your financial capacity, and set a plan in motion to provide confidence in your financial future. As your partner, Kevin delivers classic solutions with levelheaded knowledge developed through 25 years of guiding clients through volatile markets and personal tragedies. His practice emphasis is retirement income planning and survivor wealth management.

Kevin is a graduate of the University of Tennessee, Knoxville with a degree in Broadcast Communications and enjoyed a 15 year career in television news before joining the financial services industry. His commitment to education is evident with Chartered Life Underwriter and Retirement Income Certified Professional designations from The American College. He is a graduate of the Equitable Institute at Harvard. He is a Past-President of the Estate Planning Council of Chattanooga and a former chair of the Cleveland/Bradley County Chamber of Commerce and remains active in both organizations.

Kevin and his wife Pam live in Cleveland and support several organizations in the areas of youth development and arts education. They are active at First Baptist Cleveland and enjoy their four grandchildren. Kevin enjoys fishing, and biking. He and Pam participate in state and national Senior Olympic competitions.

FINRA Series 7, 63, 65 Registrations