portrait of Tony Mobly

About Tony

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

I work with the individual client to drill down on their goals and dreams for themselves and their family. The greatest part of my career is the ability to get to know people in the community and find out what is important to them and guide them to these goals.

In August 2017, I achieved my Certified Financial Planner™ (CFP®) certification in order to better...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of Texas-ArlingtonBachelors

Personal Interests

  • Aviation
  • Baseball
  • Football
  • Scuba Diving
  • Traveling

Team Members

  • Dawn Adcock
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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