Work History
Edward Jones
Edward JonesOctober 2019 to Current
FINANCIAL ADVISOR
Theresa Montya
AAMS™
3004 Spring Valley Drive, Bedford, TX 76021opens in a new window
Focus Areas
- Retirement Savings Strategies
- Insurance & Annuities
- Retirement Income Strategies
- New Investors
- Estate & Legacy Strategies
- Business Retirement Plans
About Theresa
2024 marks my 25th year as a licensed financial professional. I am truly grateful to be a part of so many lives and to help them achieve their financial goals, and as a bonus, it's in a career that I love. I have guided folks not only through life events but many different emotional market environments and investment decisions.
It's my priority to learn more about your needs, wants and wishes, and I believe it is important to develop personal relationships with you. It is truly about listening to you and helping you navigate through the chapters of your life, through...
It's my priority to learn more about your needs, wants and wishes, and I believe it is important to develop personal relationships with you. It is truly about listening to you and helping you navigate through the chapters of your life, through...
Work History
Edward Jones
Edward JonesOctober 2019 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Music
- Camping
- Sailing
- Volunteering
- Art & Theater
Team Members
Blaire WebsterBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
BedfordFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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