Broker Check
Tony Helton, CFP®, CLU®

Tony Helton, CFP®, CLU®

Partner

Tony’s dedication is to helping individuals and businesses build their financial futures through thoughtful analytics and effective communication to implement financial plans which align products with individual goals.

For more than 25 years Tony has demonstrated a commitment to education to better serve his clients with each effort building on prior education and experience. He holds a B.S. Degree in Finance from Tennessee Technological University. Tony capped his educational efforts by earning the title CERTIFIED FINANCIAL PLANNER™ (CFP®).

Tony’s education, experience, and professional affiliations have fostered a practical approach to offering financial advice and planning services. Through his process, Tony considers specific financial goals and investment objectives then works with the client to formulate a strategy to achieve those goals. Tony is a member of the Retirement Benefits Group with Equitable Advisors and a Qualified Pension Specialist.

Tony and his wife Delisa live in Murfreesboro, Tennessee, with their two sons Weston and Parker and dog Reggie.

FINRA Series 6,7,22,63,65 Registrations

AR Insurance License #830844

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.