Mark Pagels

Financial Advisor serving the South Lyon area l Retirement l Portfolio Strategies l Asset Protection Strategies

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

About Mark Pagels

Our Edward Jones branch team serves individual and corporate investors. While based in South Lyon, MI, we serve both investment and insurance needs for clients throughout the US. My approach is \"listen and seek to understand\" first, and from those conversations, create specific strategies based on your immediate and lifelong goals. The variety of products and solutions available to me, along with custom tools and the support of my organization, allows me to balance risk tolerance, timeline, priority and your objectives to plan, implement and help achieve your most important goals.South Lyon has been home since 1998. I enjoy spending time with my wife, Tracey. This past year has included trips to MSU (daughter Kenzie), high school and travel soccer (son Evan, who graduates in June and will be heading off to college) and as much visiting as possible with all our nieces and nephews and family. My faith, health and wellness are important to me – serving at church, mountain biking, running, golfing and following healthful nutrition. As a former collegiate runner (CMU) and Ironman Triathlete, I have an internal drive to be moving forward and challenging myself.I am an active sponsor of the South Lyon High School soccer and theater programs. I am also an active member of the Lyon Area Chamber of Commerce and \"Love for Lyon\" campaigns. We have some additional activities planned for 2024; if you would like to get us on your community event calendar, please reach out for instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jan 2019 — Present · South Lyon, MI, US

    Our Edward Jones branch team serves individual and corporate investors. While based in South Lyon, MI, we serve both investment and insurance needs for clients throughout the US. My approach is \"listen and seek to understand\" first, and from those conversations, create specific strategies based on your immediate and lifelong goals. The variety of products and solutions available to me, along with custom tools and the support of my organization, allows me to balance risk tolerance, timeline, priority and your objectives to plan, implement and help achieve your most important goals.

Education

  • St. John Hospital & Medical Center

    Medical Technology Internship and ASCP Certification, Medical Technology

    1993 — 1994

  • Central Michigan University

    Bachelor of Science

    1988 — 1993

Skills

  • Integration
  • Capital Equipment
  • Technical Leadership
  • Product Management
  • Software Documentation
  • Testing
  • Team Leadership
  • Program Management
  • Selling
  • Healthcare
  • Business Process Improvement
  • Process Improvement
  • Consultative Selling
  • Troubleshooting
  • Hardware Diagnostics
  • Cross-Functional Team Leadership
  • Medical Devices
  • Healthcare Information Technology
  • Team Building
  • Sales
  • Problem Solving
  • Product Development
  • Quality Assurance

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Mark Pagels — Financial Advisor at Edward Jones in Detroit, MI, US | Unifers