SA STONE WEALTH MANAGEMENT INC.

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

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Jay W. Carter
CEO & President

Jay W. Carter

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Brian Parker
Chief Compliance Officer
Michael Lytle
Chief Investment Officer
Mark Hugo
Chief Supervision Officer
John F. Calvano
Chief Compliance Officer, SA Stone Investment Advisors Inc.
Stephanie Bova
SVP, Administration
Maribeth Williams
SVP, Client Relations
Michael Yu
VP, Technology Solutions
Matt C. Kelley
Head, Business Development
Matthew Hill
Director, Fiduciary Services
David Giegel
Private Client Group Director
Ryan Moe
Managing Director - SA Stone Private Client Group
Terrell Graves
Chief Investment Officer