Eric Stone is a Senior Wealth Advisor at Citi Global Wealth Management, specializing in developing comprehensive financial plans for high net worth and ultra high net worth individuals and families. They previously served as a Global Wealth Management Intern at Morgan Stanley Wealth Management and held various roles at Citi, progressing from Associate to Wealth Advisor and then to Senior Wealth Advisor. Stone is committed to building trusted relationships with clients, focusing on tailored strategies for investment management, wealth preservation, and tax optimization. Currently, Stone is continuing their education at the University of Iowa.
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