Company History
Moore Financial Services is the culmination of years of education and experience helping clients pursue their financial goals. Company Founder Raymond E. Moore entered the financial services industry in 1971 in Norfolk Virginia. Since that time Ray has been a registered representative and registered principal as well as a licensed life and health insurance agent. In 1976 Ray accepted a management position with Pilot Life Insurance Company and proceeded to relocate to Richmond, Virginia in 1978 where he has stayed to raise his family and grow his business.
In 1982 Ray realized his true passion was working side by side with his clients in order to help them pursue their financial goals. Therefore, Ray left the management side of the insurance business and formed Creative Insurance Concepts, to specialize in retirement and estate planning for a growing client base. In the same year Ray became a Branch Manager with Chubb Securities Corporation and a General Agent representing numerous insurance companies, including Chubb Life. After several mergers and acquisitions, Chubb Securities and Chubb Life are known today as Lincoln Financial Securities and Lincoln National Corporation.
Throughout the decade of the eighties Creative Insurance Concepts evolved and in 1990 was changed to Raymond E. Moore, CLU, ChFC & Associates. In order to more accurately reflect the true nature of the growing practice it was renamed Moore Financial Services in 1999. In that same year Ray’s son, Christopher Moore, came to work with Ray as a life and health insurance agent. Then in 2000 Christopher Moore became an LPL Registered Representative and later an LPL Registered Principal.
With Ray at the helm, Moore Financial Services has always operated under the belief that knowledge is the foundation for providing superior service to our clients. Evidence of this is seen in Ray’s educational experience and the dedication each team member has towards continuing education. Ray completed the requirements for the professional designation CLU (Chartered Life Underwriter) from The American College in 1981, and in 1985 earned the professional designation of ChFC (Chartered Financial Consultant). Then in July of 2000 he earned the degree of MSFS (Master of Science in Financial Services) from the American College Graduate School of Financial Sciences in Bryn Mawr, PA. In 2004 during Ray’s pursuit to further his knowledge and passion for philanthropy he was a member of the first graduating class at the American College for the CAP designation (Chartered Advisor in Philanthropy).
Donna Blish joined our team in 2005 as our Client Service Manager. Donna is now a Registered Principal with LPL Financial.
Joe Tuck joined us from Wells Fargo in 2013 and brought a great deal of wisdom and experience, that he shares with all of us, especially in individual stock selection and options trading.
In 2018 it became clear, that to continue to provide quality service and exceptional investment opportunities, we would need to change Broker Dealers, a difficult decision after working with the same home office people for over 35 years. In August 2018 we moved to LPL as our Broker Dealer while retaining the General Agent relationship with Lincoln National Life Insurance Co.
As our number of clients and assets served grew significantly it became clear we needed to find additional advisors who shared Ray’s commitment to always striving to provide our clients with the best financial advice possible and by always putting the clients’ best interests first.
We brought on Ashwin Sharma as an LPL Financial Advisor in 2017, and in 2019 added two additional advisors; Charlie Allen and Patrick Coor who brought with them Macon Worsley as their unregistered client services associate. Additionally in 2021 we hired Amanda Wassem as a Client Relationship Manager to help meet our growing demand.
The advisors of Moore Financial Services work collectively to serve their growing client base.