Steven J. Moore, CLU® serves as a Vice President for Highland Capital Brokerage.
Steve joined Highland in February 2008. He is responsible for assisting financial advisors in meeting the wealth management needs of their trusted clients, and he focuses on insurance based strategies.
With 25 years of experience, Steve has extensive knowledge of the companies, products and sales techniques available within the life insurance industry. Prior to joining Highland, Steve was a Regional Estate Planning Consultant with Morgan Stanley. His planning expertise Includes estate and charitable strategies.
Steve graduated from The University of Washington and is a Chartered Life Underwriter®. He holds the following FINRA licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination).
Steve resides in Scottsdale, Arizona, with his wife and three children. He enjoys golf and his childrens’ activities.
Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.