Granbury, TX N Plaza Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

1830 N Plaza Drive Suite B

Granbury TX 76049

Advisors at this office

2

Advisors at this office

Taylor M

CFP®, Series 66

Granbury, TX

Edward Jones

Taylor Mobly is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014, working in Granbury, TX. Outside of his advisory role, he serves as Vice President of Mobly Management LLC, a property management LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Anthony M

CFP®, Series 63, Series 66

Granbury, TX

Edward Jones

Anthony Mobly is a financial advisor with Edward Jones in Granbury, TX, holding CFP®, Series 63, and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he serves as a high school sports official in Granbury. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor and branch network, offering discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

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