See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
David G. Stone, Aams
Senior Vice President - Investment Of... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Wells Fargo Advisors</span>
Seasoned financial professional with 47 years of experience in investment, estate planning, and sales.
- Claim this Profile
Location
Sherman, Texas, United States, US
Languages
-
Some Spanish -
Skills
- Alternative Investments
- Estate Planning
- Fixed Annuities
- Insurance
- Retirement Planning
- Show all
Bio
Generated by
Topline AI
David G. Stone is a seasoned financial professional with 47 years of experience in investment, estate planning, and sales. He holds an Accredited Asset Management Specialist (AAMS) certification and has worked with clients to develop strategies for their lifestyle, financial, and investment needs. Stone has held senior leadership positions at Wells Fargo Advisors, where he has driven client-driven approaches to investment and financial planning.
Credentials
-
Accredited Asset Management Specialist (AAMS)
The American College of Financial Services
Experience
-
Wells Fargo Advisors
-
2027 Texoma Parkway, Sherman, Texas 75090
-
Senior Vice President - Investment Officer
-
Feb 1977 - Present
-
2027 Texoma Parkway, Sherman, Texas 75090
Stone - Dobbs Wealth Management Group of Wells Fargo Advisors is a multi-generational, multi-dimensional team approach to providing strategies to the lifestyle, financial, and investment needs of our exceptional clients. From its beginning, Stone - Dobbs Wealth Management Group has always been c...
-
-
-
-
Economics Planner
-
Jun 1973 - Dec 1976
-
-
Education
-
1971 - 1975Austin College
-
1963 - 1966
La Jolla High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
You need to have a working account to view this content.
Click here to join now
