With over 35 years as a Financial Professional and former Branch Manager, Mark focuses his knowledge and experience on working closely with individuals and families to identify realistic financial goals and objectives. He takes into consideration his clients' lifestyle, long-term goals and retirement needs. Only after he has an in-depth understanding of each client independently, is he able to recommend and personalize a strategy to implement custom-tailored investments and wealth management strategies. Mark measures his success by the strength and longevity of his client relationships. Currently, Mark works with many multiple generation families as well as their extended families, friends and associates who have been referred to him by current clients.
As a licensed investment professional for more than 35 years, Mark holds the Financial Industry Regulatory Authority Series 4, 7, 8, 31, 63 and 65 securities registrations through Osaic Wealth, Inc. Additionally, he holds Life, Accident and Health, Variable Annuity and Long-Term Care licenses. Mark also achieved the certificate for Financial Planning from Boston University Center for Professional Education.
Mark began his career as an investment executive for Paine Webber (now UBS Financial Services) in 1985 in Denver, Colorado. He later transferred laterally back to his home state of Ohio in 1986 where he has continued to build his practice focusing on “Pre” and “Post” retirement planning. Roney & Co recruited Mark to become a Branch Manager for their Beachwood office in 1997. Mark continued to carryout Branch Manager duties while building his practice focusing on Retirement Planning and through a series of mergers and acquisitions he worked for Raymond James; Ferris, Baker, Watts; RBC Wealth Management; and Wunderlich Securities all in Beachwood, Ohio before being recruited to Signator in 2015 (now Osaic Wealth, Inc).
Mark's focus is helping clients understand the need for diversification and planning as the revolution of modern technology greatly impacts our everyday lives, economy and financial markets. Mark has always worked closely with estate attorneys and tax professionals to assist in his planning process. Now, he also has a vast array of financial planning tools offered through Osaic Wealth, Inc, allowing him to provide top of the line, personalized, strategies for his clients.
Mark has been married to his wife Jeannette for 32 years. They have 4 children; Markus (Ohio University graduate), Michael (The Ohio State University graduate), Mea (The Ohio State University graduate) and Maura (Marquette University, Accounting major). The Weavers have been active members of the Broadview Heights community for over 26 years volunteering their time to many Brecksville-Broadview Heights High School teams and functions as well as many other community organizations. The Weaver Family enjoys boating, skiing, hiking. biking, golfing and vacationing.
As a financial professional and active member of his community, Mark is dedicated to helping individuals and businesses build their financial futures. Education, experience and professional affiliations have fostered Mark's practical approach to offering financial services and advice to his clients rather than a hodgepodge of unrelated investment products. Mark emphasizes maintaining a strong sense of community and a solid professional foundation.