Team

Our clients benefit from the financial insight and experience of our people.

Our success derives, in part, from the credentials and experience of our associates.  But without an equal devotion to integrity and openness in sensitive client relationships, Moore Wealth Management would not enjoy the confidence of clients from New Jersey to Florida, which honor us with the management of substantial personal and business assets. 

 

W David Moore, CRPC, CLTC

Financial Consultant & Retirement Planning Specialist

732.796.9333

732.796.0002

W. David Moore, Founder and Managing Partner at Moore Wealth Management, created the company in 2013 but has been in the insurance and financial management business since 1984.

Read more

Mindy Kaplan

Client Services Associate

732.616.9095

732.796.0002

Before joining Moore Wealth Management, Mindy was a Regional Sales Consultant for Travelers Life Insurance and Annuity Company where she provided Customer Service to Brokers all over the country.

Read more

John C. Von Nessen MBA CCPS

Strategic Partner and Certified College Planning Specialist

(908) 333-0890

(908) 788-4599

John brings more than 30 years of experience to his wealth planning practice with extensive experience in strategic planning and personal coaching. John is dedicated to helping individuals and corporate clientele strive for financial...

Read more