Investment Adviser Representative
Bachelor of Science degree from Salisbury State University
Donald Lee Moore, II (Donnie) graduated from DeMatha Catholic High School in 1988. While at DeMatha, he played football and soccer. He then studied at Salisbury State University and graduated in 1993 with a Bachelor of Science degree and double major in Marketing Management.
While going to college, Donnie worked as a computer assistant and at a local beer and wine store near the campus. While in school, an opportunity presented itself to manage a different beer and wine store in the area.
Donnie purchased his first retail facility in 1995 and grew the chain to three facilities by 2003. After their peak, the stores grossed over $13 million per year. Each convenience store was over 4,000 square feet and sold gas, beer, wine and had a deli. After working over 100 hours per week, he decided that it was time to scale back and spend more time with his family. So, in 2008 he sold two of the stores and leased out the third facility.
In 2008, Donnie went to work at Carey Distributors, a beer and wine wholesaler that distributes to the three counties of Maryland's Eastern Shore (Somerset, Wicomico and Worcester). For the next six years, Donnie's main objective was to consult with over 350 of Carey Distributor's clients (store owners and managers) and help them increase profit and sales. This was done on an individual basis and he also worked closely with large chain accounts.
In the fall of 2014, Donnie decided to sell the last convenience store and leave Carey Distributors in order to pursue his true passion of financial advising. In November 2014, Donnie joined Chesapeake Financial Strategies, LLC.
In 2015, Donnie secured his FINRA Series 7 and 66 registration so he could provide stocks, bonds, limited partnerships and other security-based products to his clients. This gives him the opportunity to truly assist his clients with the many facets of the wealth management arena.
Donnie married his wonderful wife, Heather, in 1995. They meet at Salisbury State University. Donnie and Heather have two daughters, Shelby and Madison. When not in school, his daughters both enjoy horseback riding. Donnie and Heather enjoy spending time with their daughters, going to the beach, traveling and deep sea fishing.
State Licenses: DE, FL, MD, PA, VA
State Insurance Licenses: MD