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Mallorie D

Series 66

Tampa, FL

Edward Jones

Mallorie Duff is a Series 66–licensed financial advisor with Edward Jones in Tampa, FL, and has three years of industry experience. She has been with Edward Jones since 2008, holding her current position since 2024. Outside of her advisory role, Mallorie serves as Vice President of Marketing for The Nathan Bangs Group, a real estate firm based in Tampa. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, with over $1 trillion in assets under management and a network of approximately 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Tampa, FL

Edward Jones

Nicole Crothers is a Series 66-registered financial advisor with Edward Jones in Tampa, FL, with six years of industry experience. She previously worked at BB&T from 2012 to 2019 before joining Edward Jones, where she has been since 2019. Outside of her advisory role, she owns rental property in Kearneysville, WV, which she manages on an occasional basis. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including households across a range of net worth levels and various types of organizations. The firm offers a broad array of investment strategies and services, supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Military & Veterans Founder/Business Owner
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