Portfolio Manager
Email: mozart.garcia@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Schedule a Consultation Take Financial AssessmentPortfolio Manager
Email: mozart.garcia@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Mozart joined Plancorp as a portfolio analyst in 2018 coming from Scottrade/TD Ameritrade where he worked as a Financial Service Representative.
Mozart was born in Sao Paulo, Brazil and came to the United States in 2013 on a soccer scholarship. During his collegiate soccer career, he served as the team captain for 3 years. Mozart graduated Summa Cum Lade in 2017 at Harris-Stowe State University.
Even far away from his family and friends, he considers his move to the USA one of his best life decisions both personally and professionally. He is passionate about investments and the financial market. Mozart passed his CFA Exam Level I and is currently studying for the CFA Exam Level II.
When he is not in the office, he enjoys watching/playing soccer, spending time with his wife Taylor, and whenever possible, visiting his family and friends in Brazil.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163
info@plancorp.com