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Bart Staples, Financial Advisor

FINANCIAL ADVISOR
Bart Staples

AAMS™
1015 W Horsetooth Rd Suite 202, Ft Collins, CO 80526opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • College Savings
  • Business Retirement Plans

About Bart

As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

A 1994 graduate of Texas A&M University, I hold a bachelor’s degree in business administration. In addition, I received the designation of AAMS™, Accredited Asset Management Specialist™. The...

Work History

  • Edward JonesDecember 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityBachelor of Business Admin

Team Members

  • Charlotta Vollmer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(970) 493-0160

Fax

(888) 250-5817

Office Address

1015 W Horsetooth Rd Suite 202
Ft Collins, CO 80526opens in a new window

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