Tonette Echols, CFP®
Wealth Advisor – Partner
Helping people manage their money has been the backbone of Tonette’s career in the financial services industry, which spans over 30 years.
After receiving her degree in Finance at the University of Arizona, she served as a banking Branch Manager, provided mortgage lending services for 15 years, and has spent 8 years as a Financial Advisor. Tonette worked for Wells Fargo Advisors, LLC as a Financial Advisor from 2007 to 2014, helping families and individuals. She continues to do so as a Wealth Advisor – Partner with Riley-Echols Wealth Management and Stratos Wealth Partners. This partnership gives Tonette a wider array of resources necessary to implement optimal strategies for her clients’ best life choices.
Tonette completed the arduous process of becoming a CERTIFIED FINANCIAL PLANNER™ Professional in 2011, and provides professional, fiduciary and up to date financial guidance as prescribed under the CFP® board’s ethics, standards and principles.
As a partner with Riley-Echols Wealth Management, Tonette offers her clients trusted advice and exceptional service. Tonette specializes in helping families build wealth and preserve capital. Her team of experts deliver financial advice and guidance using disciplined investment strategies and prudent retirement, insurance and tax-sensitive investing. Tonette believes in developing long lasting relationships with her clients by listening to their needs and assisting with the preparation and implementation of strategies that address their unique goals and circumstances. Each client has priorities that are important to Tonette.
Actively involved in her community, Tonette and has enjoyed working with many charitable organizations. Most recently, she has dedicated her time and talents to Feed My Starving Children, Back to School Clothing Drive, St Vincent de Paul, the Phoenix AKARAMA Foundation and the Links Foundation. Tonette currently serves on the Executive Boards of the local chapter of Alpha Kappa Alpha Sorority, Inc., The Phoenix Chapter of the Links, Inc., and the Phoenix Chapter of Top Ladies of Distinction.