Skip Stone, CFA®, ChFC®
Managing Director, Principal
Skip is an Atlanta native with more than 25 years of finance experience. He is a former First Vice President at Morgan Stanley, and prior to that a First Vice President at Wachovia. He has also held positions at J.C. Bradford and Fortis Investments and was Deputy Assistant Chief of Staff to U.S. Senator Wyche Fowler. Skip holds a CFA® and ChFC®, and is a nine-time winner of the prestigious 5 Star Best in Client Satisfaction Wealth Manager Award. He received a B.A. in Economics and English Literature from Denison University and an MBA Magna Cum Laude from Georgia State University. He has five children and enjoys coaching high school lacrosse in his spare time. Skip is FINRA Series 7, 24, 63, 65, and 79 licensed
We work together with our clients to achieve successfulness in their long term goals. It’s all about the relationships we build. Knowing your entire financial picture is just part of the process. We are much more than that.