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Georgia Moser - Senior Associate, Client Relationship Manager

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Georgia Moser

Georgia Moser

Senior Associate, Client Relationship Manager

Tulsa, OK

Georgia Moser - Senior Associate, Client Relationship Manager

Georgia Moser

Senior Associate, Client Relationship Manager

Tulsa, OK

Professional Summary

Brings decades of experience in financial services and thrives on building meaningful, long-term relationships with clients and their families. She enjoys the fast-paced nature of the industry and is energized by helping clients navigate their financial needs while continuing to learn and grow alongside her team.

Previous Work Highlights

Prior to joining Lido through the firm’s 2026 partnership with Jackson Hole Capital Partners, Georgia built a long career in financial services with firms including Merrill Lynch Wealth Management and Goldman Sachs. During her time at Goldman Sachs, she worked within the Foreign Exchange and Investigations Department, collaborating with professionals and clients around the world.

Personal Facts

Georgia is very proud of the time she spent working with youth after attending Rhema Bible College, an experience she considers one of the most meaningful chapters of her life. Outside of work, she enjoys time with her family and especially enjoys being an aunt to her nephews, nieces, and great nieces.

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Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.