portrait of Mandy Kozik

About Mandy

As a financial advisor at Edward Jones, I bring a diverse background that uniquely positions me to guide clients on their financial journeys. With a degree in accounting, I have developed a solid foundation in financial principles and analysis. My previous experience working in the accounting field has honed my analytical skills, allowing me to evaluate financial data effectively and provide informed recommendations.

In addition to my financial experience, my time as a self-employed massage therapist has equipped me with strong people skills and the ability to connect with clients on a personal level, fostering trust and understanding.

Outside of my...

Focus Areas

  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesJune 2024 to Current
  • A-Z Massage LLCAugust 2015 to May 2024

Education

  • Lakeland CollegeBachelor of Arts

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