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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 3pm

Edward Jones-Financial Advisor: Theresa Montya

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United States
Bedford, TX
Edward Jones-Financial Advisor: Theresa Montya

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Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Giving back to my community is deeply important to me.

For more than 25 years, I’ve had the privilege of guiding individuals and families through meaningful financial decisions and the many life events that shape their journeys. Licensed since 1999, I’ve walked alongside clients through career transitions, market uncertainty, marriage, parenthood, loss and everything in between. My priority is to understand your personal story — your needs, wants and wishes — so we can navigate your financial path together with clarity and confidence. When we meet with people, we often ask the question, “What is your first experience with money?” Mine was sitting with my dad on Saturday mornings, writing checks and learning how to balance a checkbook. Coming from a large family, my dad was the breadwinner and my mom was the heart of our home, stretching every dollar with care and intention. Those early lessons taught me the value of discipline, planning and communication — principles I still carry into my work with clients today. Over the years, I’ve served in a variety of volunteer roles, from supporting Boy Scouts to serving as president of our women’s group at church. Lifelong learning is a core value of mine. I recently earned the ChFC® designation through a rigorous two-year program and also hold the AAMS® designation, along with Series 7, 63, 65, 24 and 53 registrations, as well as life and health insurance licenses. Remaining current in today’s increasingly complex financial environment allows me to better serve the people who trust me with their financial futures. Of all my accomplishments, nothing means more to me than my roles as wife, mother and grandmother. My family and I cherish our time together, enjoy good food and music, love the outdoors and are happiest with our dogs nearby. By the way, I now offer comprehensive financial planning services for individuals and families with specific planning needs at all stages of life. Whether you're just starting out, navigating life changes or planning for tomorrow, I can help you create a plan that supports more informed and confident decisions. If you have questions or would like to schedule an appointment, please feel free to contact my office. I look forward to meeting you — and learning your story. PS: If you want to see if your priorities are in order, please complete the "My Priorities" quiz and send it back my way. https://mypriorities.edwardjones.com/?faNo=463631
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10/30/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3UlM5JY

10/28/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/3UomLTA

A summary of last week's market highlights and economic news.

10/26/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4yM4huq

10/23/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

10/22/2026

Just voted!!!! Line wasn’t too long today at the Bedford Library.

10/21/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4yP9UrT

10/19/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Theresa Montya is an Edward Jones Financial Advisor serving Bedford, TX. Get the personal financial advice you need to achieve your goals.

Address

3004 Spring Valley Drive
Bedford, TX
76021

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 3pm

Telephone

+18174285536

Website

https://www.edwardjones.com/theresa-montya

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