Bonnie Moseley, CFP®
Senior Wealth Adviser
Through her more than twenty five years in the financial services industry, Bonnie has worked with several prominent companies, in roles that include Vice President of Institutional Sales and Vice President of Financial Planning. Bonnie joined IDA in 2015, and is a Certified Financial Planner.
- Previous experience: SBR Financial Group • AKT Wealth Advisors • Charles Schwab • Ameritrade • TD Waterhouse • AG Edwards & Sons • Edward Jones
- Education: B.A., Business Administration (Finance), Texas A&M University
Bonnie’s love of culture and travel have led her to volunteer with Texas Refugee Services, and formerly the International Rescue Committee, which built her appreciation of being a woman and sparked the desire to work with women and their finances. Through working with refugee families in Fort Worth and San Diego, Bonnie discovered where true fulfillment comes from – the beauty and value of giving and in relationships with people.
In addition to her passion for supporting women and their finances, Bonnie relishes the freedom of flight: she is a private pilot, flying out of Hicks Airfield in Fort Worth and Montgomery Field in San Diego, often aided by Jonah, her co-pilot, who is also her son. When not in the clouds with Jonah, Bonnie enjoys the beach, fishing, boating, reading and, of course, learning to speak Pashto.
“I plan on going to my grave used up and worn out, having experienced all life has to offer—the good and the bad—and as much of humanity as possible.”