Profil
Mr. William M.
Stone is a President at Stone Asset Management, Inc. He has over nineteen years experience in the financial services industry.
Prior to founding Stone Wealth Management, Morgan was Vice President of Austin Trust Company.
He graduated from Vanderbilt University in 1992 and completed the Texas School of Trust Banking in 1996.
He earned an MBA with a Personal Financial Planning concentration from St. Edward's University in 2003 and completed the Financial Planning Association Residency Program at DePaul University in 2004.
Anciens postes connus de Morgan Stone
| Sociétés | Poste | Fin |
|---|---|---|
Stone Asset Management, Inc.
 Stone Asset Management, Inc. Investment ManagersFinance Stone Asset Management, Inc., do-business-as Stone Wealth Management (SWM), is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by William M. Stone in 2004. They were acquired by Avidian Wealth Solutions LLC in 2023. SWM provides investment advice to individuals and high net worth individuals. | Directeur Général | 01/02/2023 |
Formation de Morgan Stone
| Vanderbilt University | Undergraduate Degree |
| St. Edward's University | Masters Business Admin |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Stone Asset Management, Inc.
Stone Asset Management, Inc. Investment ManagersFinance Stone Asset Management, Inc., do-business-as Stone Wealth Management (SWM), is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by William M. Stone in 2004. They were acquired by Avidian Wealth Solutions LLC in 2023. SWM provides investment advice to individuals and high net worth individuals. | Finance |
