Clark Stone

Clark is dedicated to providing clients with holistic Financial Planning advice. With more than 20 years of experience in the banking industry, Clark understands the importance of having a comprehensive and integrated financial plan.

Beginning his career in Retail Banking, Clark enjoys getting to know his clients and providing a full range of services to meet their unique needs. He is a Certified Financial Planner™ and proficient in developing strategies associated with cash management, retirement planning, business succession, survivorship, long-term care, and estate planning. He has served as both a manager of the financial planning offering and as a Financial Planner directly constructing the strategies delivered to clients.

A Kentucky native, Clark earned his Bachelor of Science from the University of Louisville. He enjoys playing tennis, hiking, and mountain biking.