Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Gabriel "Tony" Moser

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, KS

Bachelor of Arts - Business Management

Belmont Abbey College
Belmont, NC
12-2025

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
Gabriel "Tony" Moser