Broker Check
Randy Moorehead, CEP®

Randy Moorehead, CEP®

Financial Planner & Wealth Advisor

Randy Moorehead has over 20 years of experience as a financial advisor. His fundamental principles stem from words spoken by his father to “Work hard, do your best, and take care of the people who are counting on you”. Those words have stuck with him and are how he supports both his family and clients. Over time his clients become like a part of the family; he’d have it no other way!

He works with businesses and individuals by providing retirement plans, retirement income strategies, employee benefits, individual investment advice, estate & trust strategies, long term care
insurance, disability income protection, and personal & business insurance. Randy holds his Series 7 through Level Four Financial, LLC and his Series 66 through Level Four Advisory Services, LLC. He also holds life and health insurance licenses and is a member of the National Association of Plan Advisors.

A native of Defiance, Ohio, he and his family moved to Kinston, North Carolina in 1965. He attended East Carolina University where he had the opportunity to play football as a freshman. Later he received his degree in business management from The Defiance College in Ohio.

Randy lives in Raleigh, NC with his wife Cheryl. They enjoy traveling and weekends at the beach. The remainder of his leisure hours are spent gardening and spoiling his grandchildren.