Peter L. Mooney is the President of Source Companies, LLC. He has more than fourteen years of experience specializing in representing high net worth business owners, individuals and professionals on matters related to business succession and transfer planning, estate planning, asset management, executive incentive compensation programs, and employee benefits.
Prior to forming Source, Peter was a financial advisor with Equitable/AXA from 1993 to 2001. Prior to 1993, he was an accountant with Grant Thornton in Cleveland and a small business owner.
Peter is a member of International Advisors Network, a global association of advisors to high net-worth clients, the Society of Financial Service Professionals, the Financial Planning Association, the National Association of Securities Dealers, the National Association of Life Underwriters, and the Estate Planning Council. He has been a qualifier and member of the Million Dollar Round Table (MDRT) since 1996. MDRT members are comprised of the top sales professionals in the life insurance-based financial services business. In addition, Peter serves on the board of Onward Coatings Company LLC, a Source Capital portfolio company.
Peter received his Bachelor of Business Administration degree in Accounting from Cleveland State University. He holds his FINRA Series 7, 6, 63, 65 and 24 licenses as well as Life and Health. Peter is a registered representative of Safeguard Securities, Inc., a FINRA Registered Broker Dealer and SEC Registered Investment Advisor. Source Companies, LLC is a subsidiary of Ancora Advisors, LLC.