Guidestone Funds
Current
Jun 2017 - Present
AeroLeads people directory · profile
Tony M. Email & Phone Number
2 work emails found
@guidestone.org
2 phones found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
-
Location
Dallas, Texas, United States
Company size
Who is Tony M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tony M. is listed with GuideStone Financial Resources based in Dallas, Texas, United States. AeroLeads shows a work email signal at guidestone.org, phone signal with area code 617, and a matched LinkedIn profile for Tony M..
Tony M. previously worked as GuideStone Funds at Guidestone Financial Resources and Retirement Solutions Representative at Fidelity Investments. Tony M. holds Certified Financial Planner from Southern Methodist University.
Company email context
Email format at GuideStone Financial Resources
This section adds company-level context without repeating Tony M.'s masked contact details.
*@guidestone.org
74% confidence
AeroLeads found 2 current-domain work email signals for Tony M.. Compare company email patterns before reaching out.
Profile bio
About Tony M.
Tony M. is a - at GuideStone Financial Resources. He possess expertise in transportation, logistics, sales, project management, ltl and 11 more skills.
Listed skills include Transportation, Logistics, Sales, Project Management, and 12 others.
Current workplace
Tony M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Guidestone Financial Resources
6 roles
Tony M. work experience
A career timeline built from the work history available for this profile.
Retirement Solutions Representative
- Responsible for asset acquisition and retention of workplace assets.
- Provide investment guidance and retirement planning to 401K participants
- Educate participants on their individual plans, provide options to help meet their financial goals through fair and balanced conversations.
- Use extensive knowledge of the firm's investment products to help participants develop an individualized retirement plan and investment strategy.
- Acquire new clients by following up on leads sent by various business partners to strengthen the relationship with the firm
Nov 2016 - Feb 2017
Investment Solutions Representative
- Identifying suitable investment products to meet clients financial goals by using consultative sales conversations.
- Provided a high level of individualized and comprehensive brokerage financial services and investment strategies to clients.
- Consult with clients on investment strategies based on individual financial and investment objectives.
- Processed money movement between client account and transfer of assets from outside firms.
- Consistently exceeded quarterly revenue goals
Oct 2015 - Nov 2016
Full Trader
- Accurately processing large block trades for high net worth individuals
- Performing equity, mutual Fund, and single or multi-leg options trades for clients
- Assisting clients with margin accounts, reviewing for house and fed calls.
- Educated clients on tax implications in relations to both long term and short term capital gains, along with dividend distributions.
- referred clients to specialized business partners to help achieve Financial and investment objectives.
Jun 2013 - Sep 2015
Logistics Account Manager
Bear Transportation Services
- Specialize in new client aquisition and business development, enacting high-growth strategies with advanced prospecting.
- Perform needs Analyses based on changing logistics enviroment and client requirements
- Develop and maintain accounts through solutions-oriented relationship building.
- Negotiate price and contract agreements with clients.
- Manage multiple projects simultaneously.
- Consistently follow through on commitments made to clients.
Jun 2012 - Jun 2013
Asistant Service Manager
Mar 2004 - Jul 2012
Team & coworkers
Colleagues at GuideStone Financial Resources
Other employees you can reach at guidestone.org. View company contacts for 431 employees →
JR
Joel Rister
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
TP
Travis Pry
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
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BB
Blake Buttles
Colleague at Guidestone Financial Resources
Dallas-Fort Worth Metroplex, United States
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JA
Jon Adams
Colleague at Guidestone Financial Resources
Dallas-Fort Worth Metroplex, United States
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AV
Alexandria Vinson
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
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RE
Rachel Erikson
Colleague at Guidestone Financial Resources
United States, United States
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CK
Caroline Kincheloe
Colleague at Guidestone Financial Resources
Woodway, Texas, United States, United States
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JM
John Majors
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
KG
Kim Gibbs
Colleague at Guidestone Financial Resources
Dallas-Fort Worth Metroplex, United States
View →
KB
Kasan Bonner
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
Joel Rister
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
TP
Travis Pry
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
BB
Blake Buttles
Colleague at Guidestone Financial Resources
Dallas-Fort Worth Metroplex, United States
View →
JA
Jon Adams
Colleague at Guidestone Financial Resources
Dallas-Fort Worth Metroplex, United States
View →
AV
Alexandria Vinson
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
RE
Rachel Erikson
Colleague at Guidestone Financial Resources
United States, United States
View →
CK
Caroline Kincheloe
Colleague at Guidestone Financial Resources
Woodway, Texas, United States, United States
View →
JM
John Majors
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
KG
Kim Gibbs
Colleague at Guidestone Financial Resources
Dallas-Fort Worth Metroplex, United States
View →
KB
Kasan Bonner
Colleague at Guidestone Financial Resources
Dallas, Texas, United States, United States
View →
2 education records
Tony M. education
Certified Financial Planner
B.S., Business Admin
FAQ
Frequently asked questions about Tony M.
Quick answers generated from the profile data available on this page.
What company does Tony M. work for?
Tony M. works for GuideStone Financial Resources.
What is Tony M.'s email address?
AeroLeads has found 2 work email signals at @guidestone.org for Tony M. at GuideStone Financial Resources.
What is Tony M.'s phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Tony M. at GuideStone Financial Resources.
Where is Tony M. based?
Tony M. is based in Dallas, Texas, United States while working with GuideStone Financial Resources.
What companies has Tony M. worked for?
Tony M. has worked for Guidestone Financial Resources, Fidelity Investments, Bear Transportation Services, and Sewell Automotive Companies.
Who are Tony M.'s colleagues at GuideStone Financial Resources?
Tony M.'s colleagues at GuideStone Financial Resources include Joel Rister, Travis Pry, Blake Buttles, Jon Adams, and Alexandria Vinson.
How can I contact Tony M.?
You can use AeroLeads to view verified contact signals for Tony M. at GuideStone Financial Resources, including work email, phone, and LinkedIn data when available.
What schools did Tony M. attend?
Tony M. holds Certified Financial Planner from Southern Methodist University.
What skills is Tony M. known for?
Tony M. is listed with skills including Transportation, Logistics, Sales, Project Management, Ltl, Ftl, Supply Chain Optimization, and Supply Chain Management.
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