Skip to main content

Plans are established by counsel, and the well-advised find wisdom.

You are in pursuit of your financial goals and dreams and should have the peace of mind that comes with advice, stewardship, and a plan. I create tailored investment plans based on your goals and select appropriate investments to help meet them. I provide excellent service and a commitment that builds trust and lifelong relationships. I am a hands-on trusted resource that provides solutions designed to meet your needs. I consider it a privilege to partner with my clients, plan for the future and realize their goals.

Who We Are

As a Managing Director - Investments and Senior Financial Advisor with Wells Fargo Advisors, I provide comprehensive investment planning to both individuals and corporate investors. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. As a Senior Client Associate, Toby Duckworth strives to ensure that the administrative and operational needs of our clients are handled accurately and quickly. We will work diligently together to understand your motivations and goals and tailor a blueprint for you founded on extensive research, analysis and a well-defined process.

Anthony Lopez, CRPC

Senior Financial Advisor
Managing Director - Investments

Email Address

anthony.lopez@wellsfargoadvisors.com

Phone Number

(817) 310-6515

I have spent 17 years in the financial industry and during that time I have found that my lifelong passion is helping guide families through the ever changing and often confusing world of wealth management. I personally create investment portfolios and manage them diligently for my clients based on their individual investment plan. My approach is based on excellent service, heavy research, trust, communication, and commitment to my clients. I help families simplify the many complex aspects of wealth management by: - providing clarity for their current situation and future goals – structuring a plan based on objective, unbiased advice, and the client’s best interest.

In my spare time, I enjoy being present with my wife of 18 years, Amy, our two children Roen (16) and Emry (13). I also enjoy spending time with friends, learning, serving my community and staying fit. We are deeply rooted at The Village Church, and we have raised our children in Flower Mound Texas with our wonderful dog, Artex. I love basketball and played in college and after.

Certificates

CRPC

Toby Duckworth

Senior Client Associate

Email Address

toby.duckworth@wellsfargoadvisors.com

Phone Number

(817) 310-6503

Focus
As a Senior Client Associate with Wells Fargo Advisors, I provide administrative support to both clients and Financial Advisors as it relates to the investment planning process.

Background and experience
I have worked in the financial services industry for 20 years, across retail, private equity and real estate, and brokerage servicing clients and Financial Advisors. I attended the University of North Texas – Denton where I earned my Bachelor of Science degree in Emergency Administration and Development Planning.

Away from the office
Away from the office I enjoy spending quality time with my wife of 13 years, Dana, and our 2 kids Logan and Mason. I also enjoy spending time with close life-long friends creating lasting memories.

...
...
...
...

Working with Us

Our Process

My process is delivering personalized attention, frequent communication, and comprehensive planning to my clients.  Every individual deserves a unique and comfortable experience.  These are a few of the services that clients can expect from my team and me.  Through a disciplined process of wealth management, that includes investment advice and estate planning, as well as preparing for retirement, insurance, and educational needs, our clients are our main focus. 

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

...

...

...

...

...

...

...

...

What We Do

Our Services

I hold timely formal meetings each year to review your accounts, discuss performance, the economy and markets and answer any questions you have about them.  I ask questions about your existing investment plan and how things may have changed since the last time we spoke.  We discuss short term cash needs, so we are prepared when the markets dips and do not have to sell at an inopportune time.  I ask that you are open to giving me details about your life and finances so that I can give you my best recommendations.
3 people at conference table

Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Learn More
couple in a kayak

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

Learn More
People in an office lobby

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

Learn More
glasses on conference table

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

Learn More
man and dog

Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

Learn More
mom and son at laptop

College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

Learn More

Anthony Lopez, RFC®, CRPC™

550 Reserve Street
Suite 500
Southlake, TX 76092
Local Phone: (817) 310-6515
anthony.lopez@wellsfargoadvisors.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

Leave this empty:

Thank you for your submission!