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Consulting Group
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Senior Portfolio Management Director
Senior Investment Management Consultant
Senior Portfolio Management Director
4450 Old Canton Road
Suite 100
Jackson, MS 39211
Suite 100
Jackson, MS 39211
tel: 601-321-7709
toll free: 800-227-0202
fax: 601-321-7737
toll free: 800-227-0202
fax: 601-321-7737
My Story
Being a Financial Advisor is all about building relationships with clients. By learning more about you and your needs, I am able to offer more personalized advice and service. Please read below to learn more about me.
Candice Mobley - Registered Marketing Associate
Candice Mobley is the Registered Marketing Associate for the Fenelon Group at Morgan Stanley Smith Barney. Candice has been with Morgan Stanley Smith Barney for 9 years. She has prior experience as a Financial Advisor as well as Banking and Loan Management, additionally Candice has focused on Financial Planning and Wealth Management for wealthy individual clients as well as Endowments & Foundations. She consults with clients and client referrals on developing an Investment Policy, building a Wealth Management Profile, and assists the client in determining their financial needs and goals. Candice is a Graduate of the University of Southern Mississippi and is based in Jackson, MS.
Tonia Clapper - Client Service Associate
As a Client Service Associate for the Fenelon Group, Tonia handles operation issues including, but not limited to new account procedures, document management as well as client service needs. Her responsibilities ensure the day to day needs of each individual client are addressed. Tonia is a native to Mississippi and a Graduate of Mississippi College.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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