Mark Miesle
Fremont
Summary
With over two decades at Edward Jones Investments, I've managed assets worth $155M, guiding 500 households to financial success. Renowned for investment advice and unparalleled client relations, my approach combines analytical thinking with relationship building, ensuring personalized, goal-oriented financial strategies.
Overview
25
25
years of professional experience
Work History
Financial Advisor
Edward Jones Investments
01.2000 - 11.2024
Financial Advisor for over 24 years managing approximately $155,000,000 and 500 households. Helped my clients reach their financial goals through developing long term strategies, continual reviews and updating as needed.
- Created comprehensive financial plans by analyzing clients current financial situations and future goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed strong relationships with clients by offering personalized financial advice and services.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Business Psychology
Miami University
Oxford, OHHigh School Diploma -
Fremont Ross High School
Fremont, OH06-1985
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Retirement planning
- Attention to detail
- Financial advising
- Client relations
Timeline
Financial Advisor
Edward Jones Investments
01.2000 - 11.2024
Business Psychology
Miami University
High School Diploma -
Fremont Ross High School