Gabriel "Tony" Moser
Houston
Summary
Financial professional with commitment to delivering tailored financial advice and supporting clients in achieving their financial goals. Proven ability to develop and maintain client relationships through effective communication and collaborative approach. Known for adaptability and results-driven mindset, leveraging financial planning expertise and analytical skills to drive positive outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
Northwestern Mutual Wealth Management
01.2024 - Current
Collaborates with overall team on client acquisition and retention, prioritizing relationship and trust building.
Structuring comprehensive financial plans for high net worth individuals making $400,000 plus household income.
Communicating effective strategies to families and small businesses on investment, risk management, and estate planning optimization.
Investor Relations Executive
VeraNorth Capital Management
08.2023 - 01.2024
Prospected accredited investors and qualified clients who were suitable for the alternative investment space.
Ran powerpoint meetings with a pitch deck demonstrating the added value of the hedge fund to their portfolio.
Recruited and trained new investor relations team members, helping them pass their Series 65 securities exam and acquire client facing skills.
Senior Financial Representative
Primerica Financial Services
03.2022 - 08.2023
Ran my own book of business, prospecting potential families looking for personal financial services.
Closed and onboarded clients, delivering both insurance and investment solutions.
Recruited new team members and assisted them in studying and passing their FINRA life exam.
Education
Associate of Arts - Liberal Arts
St. Marys College
Saint Marys, KSBachelor of Arts - Business Management
Belmont Abbey College
Belmont, NC12-2025
Skills
- Client acquisition and retention
- Insurance needs analysis
- Retirement forecasting
- Portfolio management
- Estate planning
- Customer service
Accomplishments
At Northwestern Mutual
* Achieved FORUM status advisor recognition - an accolade given to the top 2% of insurance production in the entire firm.
* Onboarded $738,000 of insurance premium in the year 2024 - the most out of any producer in West Houston.
* Recognized as "Advisor of Year" in 2024 amongst all Houston NM offices, which has more than 300 plus advisors.
Certification
Life and Health License - TX
Securities Industry Essentials Exam (S.I.E)
Series 6 License
Series 63 License
Series 65 License
Languages
English
Full Professional
Timeline
Associate Financial Advisor
Northwestern Mutual Wealth Management
01.2024 - Current
Investor Relations Executive
VeraNorth Capital Management
08.2023 - 01.2024
Senior Financial Representative
Primerica Financial Services
03.2022 - 08.2023
Associate of Arts - Liberal Arts
St. Marys College
Bachelor of Arts - Business Management
Belmont Abbey College
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