Meet Our Team

Tony Deleon
CLU®, CFP®, MSFS, CHFC®, CAP® - FOUNDER

As a financial services professional, Tony is a strategic thinker with a highly innovative mindset. He began his financial services career with New York Life Insurance Company in 1974, in Austin, TX, where he settled after serving a tour of duty in Vietnam with the United States Army.

He founded Tony DeLeon and Associates in 1974 to meet the needs of business owners and executives. As a Certified Financial Planner (CFP®) professional, Chartered Financial Consultant (ChCF®) and Master of Financial Services (MSFS), he brings extensive knowledge as he recommends solutions for his client’s retirement, insurance and estate planning, as well as wealth management needs.

Learn More About Tony's Designations

Mail: 1101 W. Annie Street - Austin, TX 78704
Email: adeleon@ft.newyorklife.com
Phone: 1-800-527-2750

Cleo Morales
Associate Financial Advisor

Cleo Morales has been with Tony DeLeon and Associates since September 2001. She graduated from the University of Texas at Austin with a BBA in Finance in 1994. Before joining the firm, she spent 7 years in various corporate accounting and finance roles. Cleo is an Associate Financial Advisor with Eagle Strategies LLC. She holds FINRA Series 6, 63, 66, and 7 licenses.

Mail: 1101 W. Annie Street - Austin, TX 78704
Email: cmmorales@ft.newyorklife.com
Phone: 1-800-527-2750

 

Miguel Deleon
Registered Representative

Miguel Deleon joined the family business in 2010, after three years of working with a small engineering firm. His main area of focus at Tony DeLeon and Associates is assisting business owners with their retirement plan needs. He is an Agent with New York Life Insurance Company, and holds FINRA Series 6, and 63 licenses. Miguel earned a Bachelor of Science in Engineering from Trinity University, San Antonio, TX.

Mail: 1101 W. Annie Street - Austin, TX 78704
Email: madeleon@ft.newyorklife.com
Phone: 1-800-527-2750