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Traci C

CFP®, Series 66

Sewickley, PA

Edward Jones

Traci Conlon is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2014, accumulating 12 years of industry experience. She is based in Sewickley, PA. Outside of her financial advisory role, she is an owner of a rental property in Cranberry Township, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retirement income strategy Retired Founder/Business Owner Executive
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Timothy M

Series 63

Sewickley, PA

Edward Jones

Timothy Mischik is a financial advisor at Edward Jones in Sewickley, PA, holding a Series 63 designation with nine years of industry experience. His prior roles include positions at JP Morgan Securities LLC, JPMorgan Chase Bank NA, Wells Fargo Clearing Services LLC, and Wells Fargo Bank. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment solutions.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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