Advisor profile


My approach

Kevin Moore - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kevin Moore - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Insurance
  • Family Finances
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 License - General Securities Representative since 1995
  • Series 63 Licence - Uniform Securities Agent since 1995
  • Series 65 License - Uniform Investment Advisory Agent since 1996
  • Life, Health & Variable Annuity Licensed

Education

  • Westfield State College, Bachelor of Science, 1980

Interests

  • Golf (Member of Canterbury Woods Country Club)
  • Travel

Community participation

  • Make a Wish Foundation of NH

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2015

Professional associations

  • Westfield State Alumni Association