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.

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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.

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While each year brings changes, when it comes to your financial outlook, it’s important to focus on what you can control.

While each year brings changes, it’s important to focus on what you can control. These financial resolutions for 2025 can help you stay on track.www.edwardjones.com/us-en

On Giving Tuesday, please consider joining us in supporting the important work of the Alzheimer’s Association®️. Your ge...
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On Giving Tuesday, please consider joining us in supporting the important work of the Alzheimer’s Association®️. Your generosity can make a difference for those facing Alzheimer’s and all other dementia.

Learn more: https://bit.ly/3Zihj34

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

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Access to a retirement plan at work is a valuable benefit, but it’s important to make sure you are taking full advantage of the opportunity.

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Come see me tomorrow at the Fall Resource Fair in Circleville! Should be a fun day to learn, win prizes, lunch, and get ...
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Come see me tomorrow at the Fall Resource Fair in Circleville! Should be a fun day to learn, win prizes, lunch, and get connected with dozens of local resources.

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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