Providing world-class independent wealth management products and services, and tailored work environment with the highest level of support.

Finance

SA STONE WEALTH MANAGEMENT INC.

SA STONE WEALTH MANAGEMENT INC.'s headquarters in Birmingham, AL, United States

Jay W. Carter

Matt C. Kelley

Brian Parker

David Giegel

Terrell Graves

Michael Yu

Michael Lytle

Maribeth Williams

John F. Calvano

Marcus Richardson

The Leadership Team at SA Stone Wealth Management Inc. is responsible for setting the strategic direction of the company, ensuring compliance with industry regulations, and enhancing client relations. This team collaborates to drive operational excellence and foster a supportive work environment, ultimately aiming to deliver exceptional wealth management services to clients.

Leadership Team

The Investment Management team at SA Stone Wealth Management Inc. is responsible for developing and executing strategic investment strategies that align with client goals. With a focus on delivering exceptional financial outcomes, the team conducts comprehensive market analysis, optimizes asset allocation, and provides personalized investment recommendations, ensuring clients receive tailored wealth management solutions.

SA STONE WEALTH MANAGEMENT INC.

Org chart

Teams

Leadership Team

Investment Management

Offices

SA STONE WEALTH MANAGEMENT INC.

Org chart

Teams

Leadership Team

Investment Management

Offices

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