Mountville, PA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

Mountville PA

Advisors at this office

2

Advisors at this office

David S

Series 66

Mountville, PA

Edward Jones

David Stabb is a financial advisor with Edward Jones in Mountville, PA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a founding partner and member of the Board of Managers at ReconSTAT Holdings, LLC, which focuses on telemedicine and plastic surgery triage through startups in this sector. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions delivered through a nationwide network of financial advisors and branch offices.

Retirement income strategy ESG / Sustainable investing Business ownership considerations Family Business Multi-generational wealth transfer Founder/Business Owner Hispanic/Latino/Latinx Intergenerational Families
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Tina N

Series 66

Mountville, PA

Edward Jones

Tina Nicely is a Series 66-licensed financial advisor at Edward Jones in Mountville, PA, with three years of industry experience. She previously worked at Bank of America/Merrill for five years and has held roles outside financial services, including positions at Arizona Refrigeration Service Inc and Lularoe. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

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