195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Contact Us

Perry Moore, CFP®, MBA, CBEC®

 
Contact Information:
United Capital Financial Advisors
812-602-6306
perry.moore@unitedcp.com
601 N. Cross Pointe Blvd
Evansville, IN 47715
 
 

N. Perry Moore, CFP®, MBA, CBEC®

Senior Wealth Manager

After graduating from Western Kentucky University in 2004 with a bachelor’s degree in financial planning, Perry knew what he wanted: to work with a financial planning firm that was planning-centric and serving clients as a fiduciary.  He passed his CFP® exam in March of 2005, joined Payne Wealth Partners, now United Capital Evansville, one month later and has been here ever since.

“It is so rewarding to be a part of a mission that serves clients lives, not just their money.  By helping our clients make better decisions we help them live better lives.  At the end of each day it feels good to have earned client trust and be part of their story.”

Perry leads the high net worth service line of United Capital Evansville, which focuses on helping clients relate their wealth to what is important in their lives. He completed Chartered Financial ConsultantTM (ChFC) course work, which is a continuation of his CFP® education, in 2007 and in 2011 earned his MBA at the University of Southern Indiana. Perry specializes in helping high net worth families and business owners with their unique wealth planning opportunities and challenges.  He also earned his CERTIFIED BUSINESS EXIT CONSULTANT® designation through Pinnacle Equity Solutions and leads the business exit planning process with business owner clients.

Perry serves on the Board of Directors for the Vanderburgh Community Foundation, Board of Directors for Solarbron, attends Christian Fellowship Church and supports numerous other local charities via committees and volunteering.

Outside of the office and involvement in important charity work, Perry spends his time with his friends and family.  Perry and his wife, Amanda, have two children, Emma and Ethan.