Robert Mazuelos

Robert Mazuelos

Investment Advisor Representative

Robert is an independent investment advisor representative with over twenty-five years of experience in the investment industry with extensive capabilities in portfolio management and research.

After repeated requests for help from family and friends, he decided to leave the institutional side of portfolio management and switch over to private wealth management for individuals, families, high-net worth individuals and small businesses.   

Robert has made helping people and making lasting connections his mission.  He strives to educate and inform clients so that they can feel confident in their financial life planning.  As a fiduciary, he acts in the best interest of his clients while taking time to listen to clients, ask questions and understand their expectations and concerns.

The benefits clients receive working with Robert include low-cost, tax-efficient investment strategies, risk reduction and estate planning and coordinated efforts with other professionals such as CPA’s, tax and business attorneys.

Previously, Robert was a General Partner and Portfolio Manager at Mercator Asset Management and was responsible for the management of Public and Corporate Employee Benefit Plans, Foundations and Endowments.  As a Senior Vice President and Portfolio Manager at Hansberger Global Investors, Robert held a similar role managing investment portfolios for institutional clients throughout the U.S.

Robert holds a Bachelor of Science degree with a major in Finance from the University of Florida and a Masters Of Business Administration from Florida Atlantic University. Robert was born in Lima, Peru and has lived in Florida since 1981. Robert is fluent in Spanish and has a basic understanding of Portuguese.