I have been a financial advisor with Edward Jones for 17 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® professional 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 throughout your life to help keep you on track. In order to provide a comprehensive service, I regularly collaborate with my clients' teams of CPAs and attorneys.
Whether you're planning for retirement, saving for college for children or grandchildren, or trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
My team and I have over 53 years of combined experience with Edward Jones and strive to give our clients the level of service they deserve and appreciate.
Outside of Edward Jones, my wife, Paula, and I enjoy raising our three kids and spending time together as family. Sports are a big part of our life. Our kids are involved in soccer, football, baseball, basketball, volleyball, music, gymnastics and track. I am also passionate about coaching youth sports.
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Coaching Sports
- Sports Enthusiast
- Personal Fitness
- Spending Time with Family
Phone NumberRobert W Mozer at (970) 482-5006
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
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