Member Directory

Robert A. Moro, ChFC®, AEP® CLU®

AFP
Pinnacle Strategies, Inc.
732 Smithtown Bypass
Suite 100
Smithtown, NY 11787

Phone: 631-331-0505
Fax: 631-331-4263
Additional Information:

Robert Andrew Moro, ChFC®, AEP®, the President of Pinnacle Strategies, Inc. and a native of Long Island, has more than 29 years of experience in the insurance, estate planning, asset protection and wealth management business. He is a Member Agent of The Nautilus Group®, a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing member agents. Bob is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. He has earned numerous industry and company achievements, including Life Member of the Million Dollar Round Table. Additionally, he is a member of the Society of Financial Professionals, the Financial Planning Association, and the National Association of Insurance and Financial Advisors. Bob is involved in many civic activities, serving as an Executive Board Member of the Estate Planning Council of Nassau County, and also serving as a Board Member for The FDNY Firefighter John F. McNamara Foundation as well as a former Chairman of the Long Island Chapter Golf Outing Committee for the American Heart Association. Bob holds a designation as a Chartered Financial Consultant (ChFC®) from the American College in Bryn Mawr, Pennsylvania, and also holds an AEP® designation. An AEP has taken additional coursework and has more significant experience in the estate planning area.

Return to Member Search Results

Start a New Search

Edit My Member Profile