Andrew Stone
Analyst-Equity bij Beacon Harbor Wealth Advisors, Inc.
Profiel
Mr. Maury A.
Stone, Jr., is a Wealth Advisor at Beacon Harbor Wealth Advisors, Inc. He joined the firm in February 2019.
He is a member of the Beacon Harbor Wealth Advisors’ Investment Committee and assists in investment research for the firm.
He works with families and businesses striving to encapsulate a detailed wealth management plan for life events and goal-oriented investing.
His career experience stems from working in the community banking industry.
During his career at Towne, Mr. Stone was involved in Real Estate Finance, Risk Management, Marketing, Retail Banking, Small Business Underwriting/Credit Analysis, and lastly fulfilling a role as a Commercial Lender in the community.
He joined the MacDonald & Ingram Wealth Management Group of Wells Fargo Advisors in 2014.
He earned a B.S.
degree in Chemistry degree from Virginia Military Institute and a Virginia Bank Management School degree from the University of Virginia.
He also received MBA focused in Marketing and Finance from Old Dominion University.
Actieve functies van Andrew Stone
| Bedrijven | Functie | Begin |
|---|---|---|
Beacon Harbor Wealth Advisors, Inc.
 Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Analyst-Equity | 01-02-2019 |
Opleiding van Andrew Stone
| University of Virginia | Graduate Degree |
| Old Dominion University | Masters Business Admin |
| Virginia Military Institute | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Beacon Harbor Wealth Advisors, Inc.
Beacon Harbor Wealth Advisors, Inc. Investment ManagersFinance Beacon Harbor Wealth Advisors, Inc. (Beacon Harbor Wealth) is an independent registered wealth management firm headquartered in San Francisco, California. The firm was co-founded by Jeremy W. Ingram and George G. MacDonald in 2018. Beacon Harbor Wealth provides financial planning and portfolio management services to individuals, high net-worth individuals, pension and profiting-sharing plans, charitable organizations and corporations or other businesses. | Finance |
