ABOUT GREAT OAK

R. Martin Moore began his financial professional career in 1985 with a focus on providing his clients a consultative experience. Formerly registered in the securities sector, his duties included managing up to 50 financial planners and investment specialists from firms such as Mass Mutual, Connecticut Mutual and Hayne, Miller, Swearingen & Glore.

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Spanning over the next 25 years, R. Martin held various Executive Vice President positions within the Wealth Management, Financial Planning and Capital market industries. These roles included working with firms such as Morgan Stanley, Metlife, Solomon Brothers and Piper Jaffray. He consulted directly to top U.S. Institutional Money Managers that included Dean Witter, Fidelity, Merrill Lynch, Oppenheimer funds, Pimco, Templeton funds, Banker’s Trust, Soros and Northern Trust. During this time, he achieved multiple “Circle-of-Excellence” awards for production and ranked in the top 1% of the firms.

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In addition, Mr. Moore is an independent Arbitrator for The Financial Industry Regulatory Authority (FINRA), which is the largest independent regulator for all securities firms doing business in the United States. FINRA facilitates the efficient resolution of monetary, business and employment disputes among investors, securities firms and employees of securities firms.

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Seeing the need for a more balanced view of each client's financial individuality, his lens for financial guidance expanded into the insurance sector. In 2008, R. Martin founded Great Oak Financial, Inc., an independent financial services firm.  His wealth of previous experience in the securities sector brings a unique perspective to his approach to helping his clients with wealth preservation strategies to help them reach their overall financial goals.

 

R. Martin Moore holds a Bachelor degree in Economics and Finance from the University of Minnesota, CIMA ( Certified Investment Management Analyst) certification from the Yale School of Management, and Venture Capital Executive Management Education from the Columbia School of Management.

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Mr. Moore currently resides in Castle Rock, CO , with his wife Wanessa, his two daughters Emma and Julianna, and sons Benn and Jacob.