MISHAWAKA, IN – Howard Bailey Financial is pleased to announce the addition of Tessa Doll to our team as an Advisory Team Associate. Doll joins us with a passion for helping clients gain confidence in their financial decisions through education and personalized support.

"My purpose is to help others by meeting them where they are and equipping them with the knowledge they need to be confident in their finances," said Doll. "I love creating meaning by helping others, spending time with my family, and learning new things."

Doll began her career in education as a math teacher and later as an administrator, which we believe helps her bring a unique perspective to her work in financial consulting. Her background in education fuels her desire to empower clients to make informed financial decisions.

“Tessa brings a blend of expertise, passion, and a genuine desire to help others, which perfectly aligns with our mission at Howard Bailey,” said Sara Provines, Director of Advisory Services & Financial Advisor. “Her background in education and commitment to empowering clients with knowledge make her a tremendous asset to our team. We are excited to see the positive impact she will have on our clients as they navigate their financial journeys.”

A proud alumna of Manchester University, where she earned her Bachelor's degree, and Ball State University, where she completed her Master's, Doll continues to be driven by her favorite quote from C.S. Lewis: "You are never too old to set another goal or to dream a new dream."

Outside of work, Doll enjoys spending time with her family, exploring new restaurants, and traveling the world. She is excited to be part of the Howard Bailey team, stating, "I enjoy the team atmosphere at Howard Bailey. Everyone is working together for a common cause—our clients!"

Howard Bailey is thrilled to welcome Doll to the team and looks forward to the valuable impact she will have on our clients and community.

Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022 and 2023. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.  

University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 

The rating referenced was given on September 28, 2024, and is based on public vote from July 6-28, 2024; September 30, 2023, and is based on public vote from July 8-30, 2023; September 25, 2022, and is based on public vote from July 10-31, 2022; September 19, 2021, and is based on public vote from July 11 – August 8, 2021; and September 20, 2020, and is based on public vote from July 12 – August 6, 2020. The rating was created, tabulated, and presented by Fort Wayne Newspapers. This award recognizes companies based on popular vote. Howard Bailey Financial did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: www.fortwayne.com/ReadersChoice-faq

©2024 HOWARD BAILEY FINANCIAL, INC. 

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