Michael L. Stone

Michael L. Stone is the CEO and Founder of Milestone Investment Management LLC, an independent wealth management firm established in November 2018, which specializes in retirement income strategies for clients. Previously, Stone served as CEO and Founder of Milestone Investment Management LLC during tenure at LPL Financial from July 2010 to November 2018, focusing on wealth management and retirement planning. With extensive experience in banking and financial services spanning from December 1973 to June 2010, Stone worked as a commercial banker for 24 years in Louisiana, Alabama, and Georgia before transitioning to a financial advisor role in 1997. Michael L. Stone holds several professional designations, including Accredited Investment Fiduciary (AIF), Professional Plan Consultant (PPC), and Accredited Asset Management Specialist (AAMS), and has an educational background that includes a graduate degree in banking from the Graduate School of Banking at LSU and a BS in Education from Louisiana State University.