Moises Abascal , MBA

Moises Abascal is a Principal based in the Rockville office. He is a member of the advisory team, providing comprehensive wealth management guidance to high-net-worth individuals and families.  As the primary point of contact, Moises leads a cross-functional advisory team and delivers strategic counsel across wealth matters for US and international clients. Moises is fluent in English and Spanish.

Before joining Cerity Partners, Moises built a strong foundation in client relations and financial services through several key roles. He worked as a Client Relationship Manager at SOL Capital Management, managing relationships with families and coordinating their investment needs. He also served as a Branch Supervisor at TD Bank in Washington, D.C., overseeing operations and lending products. Moises began his wealth management career in Spain as a Financial Consultant with OVB Allfinanz S.A., developing tailored financial plans and guiding clients on savings, insurance, and investment decisions.

Moises’ Spanish and European roots fuel his passion for soccer, travel, culture, and global cuisine.

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