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Toni W

Series 66

Claremore, OK

Edward Jones

Toni Worley is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, Worley held roles in education and community organizations, including Union Public Schools and Folds of Honor, and has been involved in fitness-related activities with Balance Yoga Barre Tulsa and Barre3 Tulsa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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