ESTATE PLANNING COUNCIL OF LONG ISLAND

Additional Information:

Robert Andrew Moro, ChFC®, CLU®, AEP®, the President and Founder of Pinnacle Strategies, Inc. and a native of Long Island and currently resides in Fort Myers, FL. Robert has more than 36 years of experience in the insurance, estate planning, asset protection, retirement planning and wealth management business. Robert is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative, NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency, 520 Broadhollow Road Melville, NY 11747. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies. Pinnacle Strategies, Inc. is not owned or operated by Eagle Strategies LLC or its affiliates.He has earned numerous industry and company achievements, including Life Member of the Million Dollar Round Table. The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Additionally, he is a member of the Society of Financial Professionals, the Financial Planning Association, and the National Association of Insurance and Financial Advisors. Robert is involved in many civic activities, serving as Past President of the Estate Planning Council of Nassau County, and also serving as a past Treasurer and 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. Robert holds a designation as a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from the American College in Bryn Mawr, Pennsylvania, and holds an AEP® designation. The AEP® designee has met special requirements of education, experience, knowledge, professional reputation, and character.