Anthony Moore Joins Northwestern Mutual’s Summit Financial Group as Private Wealth Advisor
Fort Wayne, IN – November 16, 2023 – Summit Financial Group, a leading wealth management firm associated with Northwestern Mutual, welcomes Anthony M. Moore to their team where he will serve as a private wealth advisor. He has been working with families and closely-held businesses to create actionable plans to grow and prosper since 2016. Anthony, a Marine Corps Infantry veteran who served two combat tours in Iraq in 2005 and 2006, graduated with a bachelor’s degree in business administration and captained the football team at the University of Saint Francis. He specializes in working with business owners and executives, real estate specialists, and medical professionals. Randy Lehman, Partner and Private Wealth Advisor states, “We are thrilled to have Anthony on our team. He brings with him a wealth of knowledge and eagerness to serve clients well.”
Summit Financial Group is a financial planning and wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.
Learn more about Summit Financial Group by visiting summit.nm.com.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With more than $558 billion of total assets being managed across the company’s institutional portfolio as well as retail investment client portfolios, nearly $35 billion in revenues, and $2.2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 111 on the 2023 FORTUNE 500.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.
Summit Financial Group is a marketing name for doing business as representatives of Northwestern Mutual. Summit Financial Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity.