Houston Moss
Summary
Dedicated Investment Advisor Representative with expertise in financial planning, client relationship management, and investment strategies. Committed to delivering tailored financial solutions that enhance client satisfaction and ensure regulatory compliance.
Overview
13
13
years of professional experience
Work History
Investment Advisor Representative
Brad Carlisle State Farm
Covington
10.2025 - Current
- Advised clients on investment strategies and financial planning options.
- Conducted market research to identify investment opportunities and trends.
- Developed customized financial portfolios based on client goals and risk tolerance.
- Educated clients on insurance products and their role in financial security.
- Collaborated with team members to enhance service delivery and client satisfaction.
Financial Advisor
Woodend Financial Servies
Germantown
04.2023 - 10.2025
- Developed comprehensive financial plans for diverse client portfolios.
- Educated clients on various financial products and services available.
- Managed compliance and regulatory requirements in financial advising practices.
- Built strong relationships with clients through personalized service and support.
Insurance Sales Representative
Shelter Insurance
Senatobia
10.2021 - 11.2022
- Generated new business through cold-calling, networking, referrals, and other lead sources.
Manager
Maley-Yarbrough Funeral Home
Covington
01.2013 - 10.2021
- Oversaw daily operations to ensure smooth funeral service execution.
- Coordinated with families to plan and personalize funeral arrangements.
- Maintained compliance with industry regulations and ethical standards.
Education
Associate of Applied Science - Funeral Service
Northwest Mississippi Community College
Southaven, MS12-2012
Skills
- Financial planning
- Investment strategy
- Market research
- Portfolio management
- Regulatory compliance
- Client relationship management
- Risk assessment
- Effective communication
- Investment research
Timeline
Investment Advisor Representative
Brad Carlisle State Farm
10.2025 - Current
Financial Advisor
Woodend Financial Servies
04.2023 - 10.2025
Insurance Sales Representative
Shelter Insurance
10.2021 - 11.2022
Manager
Maley-Yarbrough Funeral Home
01.2013 - 10.2021
Associate of Applied Science - Funeral Service
Northwest Mississippi Community College