It's 2020 and Women's Council programs will aim to create a Vision for your best 2020! Our first program of the year will feature Kevin Moore with Waypoint Financial Advisors talking about how to start the year on the best foot financially and how to set up your financial processes for success.
Kevin Moore is the Managing Partner for Waypoint Financial Partners. He joined AXA Equitable in 1993 in Knoxville and served as a Divisional Vice President for East Tennessee with AXA Advisors 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 expertise developed through more than 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 Specialist designations from The American College. He is a graduate of the AXA Institute at Harvard and is recognized by the National Association of Estate Planning Councils as an Advanced Estate Planner. He is a Past-President of the Estate Planning Council of Chattanooga and a former chair of the Cleveland/Bradley 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.
Monday Feb 24, 2020
12:00 PM - 1:00 PM EST
Monday, Feb. 24, 2020
Noon
Cleveland/Bradley Chamber of Commerce
225 Keith St. SW, Cleveland, TN
The cost is $15 for members; $25 for nonmembers. Attendance is limited, so register before Thursday, Feb, 20, 2020. Members who want to use tier credits should call the Chamber office at 423-472-6587.
Bernadette Douglas- 423-472-6587
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