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Karl M

Series 63, Series 66

Stratford, CT

Edward Jones

Karl Moosburger is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes four years at Northwestern Mutual Life Insurance Company before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Dentist Doctor or Medical Professional Founder/Business Owner
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Brian M

CFP®, Series 66

Stratford, CT

Edward Jones

Brian Moles is a financial advisor at Edward Jones in Stratford, CT, holding the CFP® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones for his entire advisory career since 2013. Outside of his advisory role, he is involved with Black Hog Brewing LLC, a craft beer brewery in Oxford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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