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Tessa M

Series 66

Circleville, OH

Edward Jones

Tessa Mack is a financial advisor with Edward Jones in Circleville, OH, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Real estate investing Founder/Business Owner Doctor or Medical Professional Real Estate Professional
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Diane H

Series 63

Circleville, OH

Edward Jones

Diane Hill is a financial advisor with Edward Jones in Circleville, OH, holding a Series 63 designation and 28 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business succession planning Founder/Business Owner
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Caleb N

Series 66

Circleville, OH

Edward Jones

Caleb Nickell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Avantax Investment Services, Inc., and operated his own wealth management firm. Outside of advising, he owns Nickell Holdings LLC, a commercial real estate business involved in passive investing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies and access to separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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