Financial Planning ® , Retirement Income Planning, Investment Strategies (Reg. Reps Only), Insurance Strategies
English
Bassem Moez exemplifies dedication and excellence in financial services, bringing a wealth of experience and a personalized approach to his role as Managing Director at MassMutual Great Lakes. With a career spanning over two decades, Bassem has advocated for clients, helping them achieve financial security and long-term success.
Bassem began his career in retail banking at Comerica Bank in 1995, quickly progressing to a financial advisor role at Ameriprise, formerly American Express Financial Advisors. His dedication to making a significant impact through his work became evident as he assisted clients in realizing their financial dreams and attaining stability.
A strong proponent of a comprehensive approach to financial planning, Bassem shapes strategies to the specific needs of individuals, families, and businesses. His extensive education and experience enable him to offer unique and effective financial solutions, ensuring each client receives personalized and unbiased advice.
Outside of his professional life, Bassem enjoys watching soccer and traveling. His commitment to the community is demonstrated through his ongoing role on the Board of Directors at Oakland International Academy in Detroit, Michigan, where he has served for several years. This charter school focuses on improving students' lives in underserved communities, reflecting Bassem's dedication to making a positive impact beyond the financial sector.
Bassem Moez's journey demonstrates the transformative power of personal and financial growth. His unwavering belief in the potential of every individual drives him to motivate clients to realize their financial objectives, providing guidance and support every step of the way.
CRN202705-6591839
Check the background of this investment professional on FINRA's BrokerCheck