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Matthew M
CFP®, Series 65, Series 66
Summit, NJ
Wells Fargo Advisors
Matthew Mozer is a CFP®-certified financial advisor with 10 years of industry experience, currently with Wells Fargo Advisors. He has worked at Wells Fargo Clearing Services since 2021 and was previously employed at Wells Fargo Bank from 2013 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop personalized recommendations.
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