John W. Moore of Surrey Investment Services in Mount Airy, a registered representative with UVEST Financial Services, has earned one of PLANCO’s highest honors: membership in the 2007 Captain’s Club.
PLANCO, a wholesaler of investment and insurance products, gives Captain’s Club membership to representatives who produce more than $1 million in sales in a calendar year.
Moore has helped clients with their investment and retirement planning by strategically matching their needs with corresponding investment products offered by The Hartford, one of the oldest and largest insurance and financial services operations in the nation.
The Captain’s Club members, using the marketing materials, wholesaling resources, and the services of The Hartford and PLANCO to their fullest potential, not only make the selling process smoother, but are also able to make the client feel more at ease, said a company spokesman.
Moore’s office is at Surrey Bank & Trust’s main office, 145 N. Renfro St. His telephone number is (336) 783-3938.
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