Mark Kautzman

Financial Advisor

Role
Financial Advisor at Edward Jones
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mark Kautzman

What I loved about my teaching and coaching career was building relationships and being a part of progress. When the chance came up to open a branch office in my hometown in a dynamic field with a fantastic company, I had to make the move. My approach is the same with Edward Jones as it was with teaching: 1. Begin with the end in mind. Just like lesson plans where a teacher works to get students certain skills and comprehension by the end of the course, I start with a desired financial outcome, figure out a client\'s current standing, and create a tailored investment solution to help clients progress from point A to point B in their financial goals. It\'s about relationships. I work to develop lasting relationships based on trust and genuine appreciation. That career focus remains unchanged from teaching. Being a part of progress. Not as much with students and athletes anymore, but with people and business owners who are serious about achieving lifetime financial goals. Giving people confidence and clarity in their goals mirrors the joy that teaching gave For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jan 2015 — Present · Solon, OH, US

    Helping individual investors and business owners achieve their lifetime financial goals through diversified, quality investments and exceptional service.

Education

  • American Military University

    Master of Arts

    2008 — 2009

  • Bowling Green State University

    Bachelor of Science

    1996 — 2001

Skills

  • Customer Service
  • Investments
  • Client Relations

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Mark Kautzman — Financial Advisor at Edward Jones in Cleveland, OH, US | Unifers