Work History
Edward Jones
Edward JonesApril 2005 to Current
FINANCIAL ADVISOR
Robert W Mozer
AAMS™
1927 Wilmington Dr 201, Fort Collins, CO 80528opens in a new windowAccepting New Clients
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Insurance & Annuities
About Robert
I have been a financial advisor with Edward Jones for 19 years and became a regional leader in 2019. I was honored to be named a general partner in 2021. In order to better serve my clients, I have earned my AAMS™ designation from the College for Financial Planning.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what is important to you. By doing this, I will have a clear understanding of your risk and long-term financial goals. I use an established process to develop a personalized strategy, and we will partner together...
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what is important to you. By doing this, I will have a clear understanding of your risk and long-term financial goals. I use an established process to develop a personalized strategy, and we will partner together...
Work History
Edward Jones
Edward JonesApril 2005 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Colorado State University
Colorado State UniversityBachelor of Science
Education
Colorado State University
Colorado State UniversityBachelor of Science
Personal Interests
- Coaching Sports
- Sports Enthusiast
- Personal Fitness
- Spending Time with Family
Team Members
Rita LuceroSr. Branch Office Administrator- Lisa SharkSr. Branch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
Fort CollinsFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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