Tony Gaines, CFP
Financial Advisor
Senior Vice President - Investments
Tony seeks first to understand his clients’ current situation, concerns, risk tolerance, and their financial priorities. He then uses this information to formulate an investment strategy and begins the development of a comprehensive investment plan. This plan is reviewed as needed and as his clients’ life circumstances change, the appropriate adjustments are made.
Tony began his career as a financial advisor with Morgan Stanley in 1994. In 2010 Tony transitioned his practice to Wells Fargo Advisors. Tony has earned the CERTIFIED FINANCIAL PLANNERTM designation (CFP®). The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. Certified Financial Planners also agree to meet ongoing continuing education requirements. Prior to joining the financial services industry, Tony earned his degree in Accountancy from Ole Miss.
Away from the office
Tony and his wife Julia have lived in the Tupelo area for over 25 years. They have four children, Mary Grace, Elizabeth, Julia Fair and Tony Jr. Spending time with his family is the top priority for Tony. In his free time, Tony enjoys traveling, reading and playing golf