Edward Jones - Financial Advisor: Tessa Mack

Edward Jones - Financial Advisor: Tessa Mack Throughout my life, helping others has been an integral part of who I am. I began my career with Edward Jones in 2012 and became a limited partner in 2023.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. We offer investments, services, and tools our clients need to work toward their fina

ncial future. Before joining the Edward Jones team in Circleville, Ohio, I was a leader in the Edward Jones Compliance Division, which is responsible for protecting Edward Jones clients through the supervision of our over 18,000 financial advisors nationwide. There, I was also an active member and leader in the Diversity, Equity and Inclusion board, which strived to bolster representation, development, and allyship for women and minorities. My passion is helping others. So, I am thrilled I have the privilege to build a practice serving families and businesses of the local and extended communities I love. I was born and raised in Lancaster, Ohio, where I currently live with my husband Robert and our daughter Poppy. I graduated from the University of South Carolina, where I also met my husband. We love cheering on our Gamecocks, but I will always have Ohio sports in my veins. In our free time, you will find us playing rec volleyball, exploring parks with Poppy, or spending time with family and friends. We each have our own financial goals, whether that's retiring comfortably, paying for education, supporting a business, or leaving a legacy. The fast nature and increasing complexity of investing can make it hard to plan for those goals alone. Help me understand what is most important to you and together, we'll build a financial strategy that's tailored uniquely to you. Call me at 740-304-9733, or connect with me on LinkedIn.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4xJyD0t

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken...
02/01/2025

72% of adults worry that Social Security will run out of funding in their lifetime — leading many to make panic-stricken decisions regarding their benefits. Here’s how to be prepared, not scared, about your future Social Security benefits.

How to be prepared, not scared

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might w...
01/29/2025

Recently changed jobs or decided to retire and have a 401(k) plan to consider? Learn which of these four options might work for you: Leaving it, moving it, rolling it over to an IRA or cashing it out (and the potential tax consequences).

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can ...
01/27/2025

Many women drop out of the work force for an average of 12 years to care for young children or aging parents, which can especially affect their savings strategies if they're single or widowed. Let's create a unique strategy to help you save for retirement with confidence.

It's important to think about when you want to retire and how you want to spend your time.

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not...
01/23/2025

Now is the time to make your IRA contributions. Contributions can be made at any time up to the tax-filing deadline, not including extensions. The deadline for 2024 contributions is April 15, 2025.

Roth IRA and traditional IRA contribution limits can change each year. Knowing what they are can help you make sure you take full advantage of their tax benefits for retirement.

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.
01/21/2025

Get our 10 key views for the new year, along with planning strategies and steps to help position your portfolio in 2025.

The economy should keep humming in 2025, in our view, but new policy initiatives and potential interest rate cuts add some uncertainty.

Check out this article featuring our latest research on 2025 financial resolutions – plus tips to make them stick.
01/17/2025

Check out this article featuring our latest research on 2025 financial resolutions – plus tips to make them stick.

You bought enough holiday gifts to fill the Superdome. Now, it's time to atone.

Address

214 W Main Street
Circleville, OH
43113

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+17403049733

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