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John Moorman

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    John Moorman, Principal

    Since 1986, John has served generations of clients as a fiduciary under the banners of Merrill Lynch, UBS, and Anchor Investment Management. John believes the small size and collegial culture at Anchor improves the quality of services for clients, allowing him to develop long term strategies utilizing trusted colleagues and independent research sources.

    John grew up in Columbia, and soon after graduating from The Citadel in 1983, he joined his father at Merrill Lynch where he grew into a well-seasoned fiduciary. He joined Anchor in 2004 to enjoy the benefits of an independent advisor while also offering services that were comparable with larger firms. With over 30 years in the business, John still feels as if he’s growing in his career, and he works diligently to steer clients through calm or stormy waters.

    When John needs a respite, he enjoys beach vacations, boating with his family, reading and casual rounds of golf.

    Graduated from the Citadel in 1983 with a B.S. in Business Administration

    Served on two large endowment committees

    Member of the Trinity Episcopal Cathedral, where he has served on the Vestry, the Foundation and as Senior Warden

    Served on the Board of Heathwood Hall Episcopal School in Columbia

    Served on the Kanuga Conferences’ Endowment Board

    Associate Member of the CFA Society/Columbia chapter

    Member of the Columbia Estate Planning Council

    Member of the Executive Association of Greater Columbia

    3205 Devine St. Columbia, SC 29205  |  Phone: (803) 766-2100  |  Fax: (803) 766-2101

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    © 2023 Anchor Investment Management, LLC | An Engenius website.
    • Who We Are
      • About Us
      • Meet Our Team
    • Why We’re Different
    • How We Help
      • Financial Planning
      • Investment Management
      • Employee Retirement Plans
      • Insurance
      • Retirement Planning
    • Resources
      • Access Your Schwab Account
      • Blog
      • Commentaries
      • Podcasts
    • Contact Us
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