David Stone stands out as a seasoned Chartered Retirement Planning Counselor and the Managing Director/Investments at Stifel, a venerable financial services firm with a history dating back to 1890. At Stifel, he plays a crucial role in co-leading The CR Wealth Management Group. His team, consisting of nine skilled professionals, specializes in offering a comprehensive range of services tailored for diverse clients including families, ultra-affluent individuals, businesses, and various organizations. The group's expertise encompasses retirement and investment planning, estate planning, and more, all reinforced by Stifel's extensive resources and award-winning equity research.

Boasting over 25 years of experience in the finance industry, Mr. Stone's impressive career includes significant positions at J.P. Morgan, Citigroup Global Markets, Merrill Lynch Wealth Management, and Morgan Stanley Wealth Management, where he served as a Senior Vice President before joining Stifel in 2016. His academic credentials are equally notable, holding a Bachelor of Science in Economics and an MBA from Clemson University.

In addition to his CRPC designation, David is licensed with Series 7, 31, and 66 certifications, reflecting his deep knowledge and proficiency in financial services. Outside of his professional endeavors, David is an avid golfer. This passion for golf not only serves as a leisure activity but also complements his role in finance, where the strategic and analytical skills of the sport often parallel the complexities and decision-making in wealth management.

Residing in New Jersey, David is a committed family man, cherishing his time with his wife and four children. Whether he's navigating the financial markets or enjoying a game of golf, David Stone embodies a blend of professional expertise and personal passion, making him a respected figure in both his professional circle and personal life.