Theresa Mayes

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Columbus, GA 31909

Credentials

Series 66

Industry experience

12 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Military & Veterans Founder/Business Owner

Work history

Edward Jones

2017 - Present (9 years)

First Command Advisory Services

2015 - 2017 (2 years)

First Command Financial Planning, Inc.

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gina H

Series 66

Columbus, GA

Merrill

Gina Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on building enduring relationships with individuals, families, and small businesses by providing personalized wealth management strategies. Gina's expertise includes financial planning strategies with concentrations in life insurance, annuities, and long-term care, and she assists clients in areas such as college education planning, corporate executive services, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Gina holds a Bachelor of Business Administration in Finance from Columbus State University, a Master of Science in Personal Financial Planning from the College for Financial Planning earned in 2016, and a Doctorate in Personal Financial Planning from Kansas State University, completed in December 2023. She is a CERTIFIED FINANCIAL PLANNER® professional and holds additional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Gina is a member of the Greater Columbus Chamber of Commerce. A native of Harris County, Georgia, Gina resides in Hamilton, Georgia with her husband, Bryan, and their three children. She devotes a significant amount of time to community involvement and fundraising activities, participating with organizations such as the American Cancer Society, Columbus Georgia Lean-In Circle, Columbus Georgia Young Professionals, and Historic Columbus.

Wealth management Annuities Long-term care insurance College savings (529s, UTMA, etc.) General estate planning guidance Young Families Women Professionals Women's Finance
user avatar

Rembert H

Series 63, Series 65

Columbus, GA

Merrill

Rembert Houser is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he develops personalized financial strategies tailored to clients’ individual goals, leveraging investment insights from Merrill and banking solutions from Bank of America to address changing market conditions. Rembert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Georgia. Committed to community involvement, he participates in local volunteer organizations aligned with Merrill's tradition of service.

Wealth management

Ismael E

Series 66

Columbus, GA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management

Alexander B

Series 66

Columbus, GA

Merrill

Alexander Ballard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of The Morris Hancock Hall Group, which has been recognized on the Forbes/SHOOK Best-In-State Wealth Management Teams list for three consecutive years. Alexander's expertise includes college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both his Bachelor's Degree and Master's of Business Administration (MBA) from Samford University. Alexander is involved with St. Andrews Presbyterian Church.

College savings (529s, UTMA, etc.) Divorce financial planning Family Business General retirement planning Retirement income strategy

David D

Series 66

Phenix City, AL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management ESG / Sustainable investing Values-based investing Religious/faith focused

Jason K

Series 63, Series 65

Columbus, GA

Merrill

Jason Kelly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with a diverse range of clients including individuals, businesses, endowments, foundations, and non-profits, providing services related to retirement planning, investment consulting, and wealth management. He focuses on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals. With over 40 years of combined experience from the Houser Kelly Group, Jason and his team emphasize understanding the unique economic and life situations of each client. Their expertise covers divorce transition planning, institutional investment consulting, services for defined benefit and defined contribution plans, managing new wealth, and retirement income planning. Jason holds a Bachelor’s Degree from Columbus State University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jason engages in various personal interests such as baseball, basketball, fishing, football, golfing, tennis, traveling, and spending time with his family.

General retirement planning Retirement income strategy Income planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")