Karl Moosburger

About Karl Moosburger

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Experience

1. Financial Advisor

   Edward Jones

   Aug 2021 — Present · New York, NY, US

   Financial goals are personal, and the path to achieving them should be too. I focus on creating tailored strategies for individuals, families and business owners — always grounded in what matters most to you. By collaborating with your CPA and attorney when needed, I help ensure every part of your financial life works together with purpose and clarity.My career began in with Merrill Lynch’s sales and trading division in Frankfurt and London, later moving to the firm’s New York headquarters in 2002. Over two decades, I’ve guided clients through major market cycles, including the dot-com downturn, the post-9/11 environment, the 2007 Chinese market bubble and the 2008 global financial crisis. These experiences shaped my belief that thoughtful planning and steady guidance are essential — especially when the unexpected happens.Motivated by a desire to work more closely with individuals and families and provide customized financial guidance, I continued my career building tax-efficient strategies for high net worth clients and business owners. In 2021, I brought that same commitment to Edward Jones.Outside of work, I’m a husband and dad first. I met my wife, Barbi, in Amagansett, NY, and after 10 years in New York City, we moved to Westport, CT, to raise our two children, Mila and Maxwell. We love skiing, tennis, football and anything involving the water. Above all, we strive to be strong, positive role models for our kids as they grow.My philosophy is simple: Your goals deserve a plan built on trust, transparency and genuine partnership. I’m here to help you move forward with confidence.

Skills

• Trading Systems
• Fixed Income
• Financial Markets
• Trading
• Investment Banking
• Asset Management
• Hedge Funds
• Bloomberg
• Capital Markets
• Investments
• Equities
• Alternative Investments
• Securities
• Portfolio Management