Michael Mooney,Crpc
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Michael Mooney,Crpc Email & Phone Number

Managing Partner at Pilot Financial Advisors at Pilot Financial Advisors
Location: Columbia, Maryland, United States 4 work roles 2 schools
1 work email found @pilotfinancial.com 1 phone found area 443 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@pilotfinancial.com
Direct phone (443) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pilot Financial Advisors
Role
Managing Partner at Pilot Financial Advisors
Location
Columbia, Maryland, United States
Company size
24 employees

Who is Michael Mooney,Crpc? Overview

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Quick answer

Michael Mooney,Crpc is listed as Managing Partner at Pilot Financial Advisors at Pilot Financial Advisors, a with 24 employees, based in Columbia, Maryland, United States. AeroLeads shows a work email signal at pilotfinancial.com, phone signal with area code 443, and a matched LinkedIn profile for Michael Mooney,Crpc.

Michael Mooney,Crpc previously worked as Managing Partner at Pilot Financial Advisors and Partner at Premier Planning Group. Michael Mooney,Crpc holds Business, Finance/Marketing from University Of Delaware.

Company email context

Email format at Pilot Financial Advisors

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*@pilotfinancial.com
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AeroLeads found 1 current-domain work email signal for Michael Mooney,Crpc. Compare company email patterns before reaching out.

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Profile bio

About Michael Mooney,Crpc

I have been assisting families and businesses for thirty five years of expertise in the areas of 401k plans, health and employee benefit planning, executive benefits, key person insurance and retirement planning for individuals and businesses. We serve the small and mid-sized employer marketplace with clients in many areas of the United States.I have been working with professionals and retirees with their personal financial, insurance and investment planning needs. He is active in finding solutions to long term care planning for clients as well.Michael Mooney is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Securities are offered to residents of AZ, CA, CO, CT, DE, FL, GA, MD, NJ, NY, PA, SC, TN, VA. Advisory Services offered to residents of MD. Branch Office: 7120 Minstrel Way, Suite 206, Columbia, MD 21045. Lincoln Financial Securities is not affiliated with Pilot Financial Advisors. LFS-4665648-040822

Listed skills include 401K, Retirement Planning, Strategic Financial Planning, Life Insurance, and 41 others.

Current workplace

Michael Mooney,Crpc's current company

Company context helps verify the profile and gives searchers a useful next step.

Pilot Financial Advisors
Pilot Financial Advisors
Managing Partner at Pilot Financial Advisors
greensboro, north carolina, united states
Website
pilotfinancial.com
Employees
24
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Company profile
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4 roles

Michael Mooney,Crpc work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
Pilot Financial Advisors

Columbia, Maryland

Michael Mooney, CRPC, is a Managing Partner of Pilot Financial Advisors in Columbia, Maryland. Pilot Financial Advisors is a boutique full service financial services firm with offices in Columbia Maryland and Greensboro, North Carolina. Michael helps manage the Columbia Maryland office. As an investment advisor representative of Lincoln Financial Securities, Michael Mooney offers advisory services in the areas of executive and employee benefits, estate planning, 401k and pension services and personal financial planning.Michael Mooney started his career in 1985 with Equitable, now AXA Advisors, as a financial consultant .Over the last thirty years; Michael held positions in management and as a health insurance, 401(k) and personal investment specialist. Michael specializes in providing strategies for business owners and individuals in the 401(k) and employee benefits market and with key person and executive benefits planning. He works closely with clients with their personal, insurance, investment and financial planning services and long term care planning and insurance needs as well

Oct 2012 - Present

Partner

Premier Planning Group

Columbia Maryland

Managed a diverse client base of small and mid sized business owners with their healthcare, 401k and key person investment and insurance planning needs. Provided assistance to clients with their investment planning, wealth management and insurance planning needs. helped manage the Columbia office of Premier Planning Group.

Oct 2002 - Oct 2012

Manager/Advisor

Axa Advisors

Managed a group of representatives and was one of the leading advisors in the marketplace in assisting business clients in the areas of executive benefits planning, 401k and retirement planning and the health care marketplace.

Sep 1985 - Oct 2002

Branch Representative

Second National Bank Of Maryland

Assisted Branch Manager in various functions including maximizing branch profit , assistance with deposits and loans and assistance with management of branch effectiveness.

Jun 1984 - Sep 1985
Team & coworkers

Colleagues at Pilot Financial Advisors

Other employees you can reach at pilotfinancial.com. View company contacts for 24 employees →

CR Cameron Roney Cameron Roney Colleague at Pilot Financial AdvisorsGreensboro, North Carolina, United States View → DK Daryl King Daryl King Colleague at Pilot Financial AdvisorsCanonsburg, Pennsylvania, United States View → KR Kathleen Roney Kathleen Roney Colleague at Pilot Financial AdvisorsGreensboro--Winston-Salem--High Point Area, United States View → AC Anne Cooper Anne Cooper Colleague at Pilot Financial AdvisorsGreensboro--Winston-Salem--High Point Area, United States View → CR Christopher Roney Christopher Roney Colleague at Pilot Financial AdvisorsGreensboro, North Carolina, United States View → GS Gregory Smith, Crpc® Gregory Smith, Crpc® Colleague at Pilot Financial AdvisorsGreensboro, North Carolina, United States View → SD Stephanie Demetrelis Stephanie Demetrelis Colleague at Pilot Financial AdvisorsHigh Point, North Carolina, United States View → IT Iris Tigre Iris Tigre Colleague at Pilot Financial AdvisorsGreensboro--Winston-Salem--High Point Area, United States View → NS Nicoletta Sheppard Nicoletta Sheppard Colleague at Pilot Financial AdvisorsGreensboro, North Carolina, United States View → JS John Smith John Smith Colleague at Pilot Financial AdvisorsGreensboro--Winston-Salem--High Point Area, United States View →
2 education records

Michael Mooney,Crpc education

Education record

Mount Hebron High School
FAQ

Frequently asked questions about Michael Mooney,Crpc

Quick answers generated from the profile data available on this page.

What company does Michael Mooney,Crpc work for?

Michael Mooney,Crpc works for Pilot Financial Advisors.

What is Michael Mooney,Crpc's role at Pilot Financial Advisors?

Michael Mooney,Crpc is listed as Managing Partner at Pilot Financial Advisors at Pilot Financial Advisors.

What is Michael Mooney,Crpc's email address?

AeroLeads has found 1 work email signal at @pilotfinancial.com for Michael Mooney,Crpc at Pilot Financial Advisors.

What is Michael Mooney,Crpc's phone number?

AeroLeads has found 1 phone signal(s) with area code 443 for Michael Mooney,Crpc at Pilot Financial Advisors.

Where is Michael Mooney,Crpc based?

Michael Mooney,Crpc is based in Columbia, Maryland, United States while working with Pilot Financial Advisors.

What companies has Michael Mooney,Crpc worked for?

Michael Mooney,Crpc has worked for Pilot Financial Advisors, Premier Planning Group, Axa Advisors, and Second National Bank Of Maryland.

Who are Michael Mooney,Crpc's colleagues at Pilot Financial Advisors?

Michael Mooney,Crpc's colleagues at Pilot Financial Advisors include Cameron Roney, Daryl King, Kathleen Roney, Anne Cooper, and Christopher Roney.

How can I contact Michael Mooney,Crpc?

You can use AeroLeads to view verified contact signals for Michael Mooney,Crpc at Pilot Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Michael Mooney,Crpc attend?

Michael Mooney,Crpc holds Business, Finance/Marketing from University Of Delaware.

What skills is Michael Mooney,Crpc known for?

Michael Mooney,Crpc is listed with skills including 401K, Retirement Planning, Strategic Financial Planning, Life Insurance, Estate Planning, Series 7, Financial Advisory, and Employee Benefits.

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