Thomas Mooney Email & Phone Number

Tampa, Florida, United States

Obtained QPFC Designation

Tampa, Florida, United States

Riverwalk Wealth Advisors was founded by Matthew Lytell in 2018. We pride ourselves on our integrity, on the partnership we maintain with our clients and all their professional advisors (such as CPAs, attorneys, etc.), and on the educational advice provided to our clients. We are currently a team of fifteen based out of Tampa, FL and we manage over $1 billion in assets. We are part of Northwestern Mutual’s prestigious Private Client Group, which is only offered to the most sophisticated teams throughout the country. We also believe in giving back by participating in volunteer opportunities for different organizations throughout Tampa Bay.

Boston, Massachusetts, United States

AWMA with Gerald Donovan, CLU, CLTCA six person team that manages over $100 million in assets and has written over $1 trillion in insurance coverage.Managed and developed portfolios for clients, especially those in their 40s-60s and those subject to compliance restrictions due to their employment.Produced financial plans for affluent individuals and families planning for retirement, education funding, trust planning, and wealth preservation utilizing a variety of complex scenarios and assets.Created numerous internal processes for a growing practice to enable a consistent client experience, establish procedures for cross training, and advance the firm's operations and goals.FINRA Series 7 & 63LAH Insurance licensed in MA, FL, TX, GA, LA, VA

AFR with Gerald Donovan, CLU, CLTC- Obtained FINRA SIE, Series 7 and Series 63 Licenses

Boston, Massachusetts, United States

Dahlonega, Georgia, United States

Fundraised approximately $24,000 through direct contact with potential benefactors, delivering a pitch and making donation asks.Functioned as a retreat coordinator, leading fellow missionaries to develop talks, creating a schedule for the retreat, collaborating with clients, working within a budget, and communicating across internal departments

Gainesville, Florida, United States

Recipient of Communication Award April 2020Recipient of Team Member Award May 2020

Gainesville, Florida, United States

Head of the local council, Council 13900, leading about 130 men between the ages of eighteen to sixty in fundraising projects, community service, and team-building endeavors. Directed the fundraising efforts which raised $36,000 for the purchase and donation of a new ultrasound machine to a local women’s health clinicOversaw an increase in council membership by about 400% of the annual quotaAssisted the State Deputy (head of all the councils in the State of Florida) in efforts to recruit younger members

Medina, Texas

Medina, Texas

Cleburne, Texas

Spent the summer working with a mentor on the financial team. In this position, I learned how to structure financial statements as well as working in cost accounting and raw material cost verification.

University Of Florida

Created online advertisements and social media events in order to market student government events.

University Of Florida

My responsibilities included creating flyers and online advertisements for events run by the area government. I learned various marketing strategies in order to increase student turnout at events.

Bachelor'S Degree, Management Information Systems, General

Activities and Societies: Florida Leadership Academy, Heavener Leadership Council, Wealth Management Association, Catholic Gators

High School Diploma