Joseph D. Stone
Profile
Mr. Stone is solely responsible for all portfolio and investment decisions.
He has over 10 years of portfolio management experience.
Most recently, as VP of Trust and Investments for United National Bank and Manager of United National Bank’s statewide Equity Common Trust Fund (1997-2000).
Before his association with United National Bank, he worked as an Investment officer with Huntington Banks and formerly held the position of Financial Consultant with Wheat First Securities and Merrill Lynch.
Mr. Stone holds a B.B.A.
degree from Marshall University, is a graduate of the Cannon Financial Institute at the University of North Carolina-Charlotte, holds the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers and is a regular member of the Association for Investment Management and Research.
He has been authorized by Certified Financial Planner Board of Standards Inc. (CFP Board) to use the certification marks CFP™, certified financial planner™ and CFP (with flame logo)® in accordance with CFP Board certification and renewal requirements.
Mr. Stone is currently pursuing his Masters of Business Administration degree from the Babcock Graduate School of Management at Wake Forest University.
Joe is on the Board of FCNB Bancorp, The Raleigh County Chapter of the American Red Cross and The Jobs Foundation.
He has also served as the President of the Fayetteville Lions club
Former positions of Joseph D. Stone
Companies | Position | End |
---|---|---|
Stone Capital Management, Inc.
Stone Capital Management, Inc. Investment ManagersFinance Stone Capital Management, a subsidiary of First Community Bank NA, is a registered investment advisor that offers customized investment management services to individuals, institutions, endowments, foundations, trusts and qualified employee benefit plans. They are based in Beckley, West Virginia. | Chief Investment Officer | 31/12/2006 |
United National Bank (North Carolina)
United National Bank (North Carolina) Major BanksFinance United National Bank (North Carolina) is a national commercial bank based in Fayetteville, NC. United National Bank (North Carolina was acquired by Omni Financial Services, Inc. on March 30, 2000 for $1.40 million. | Portfolio Manager-Equities | 31/12/1999 |
Wheat First Butcher Singer, Inc. | Corporate Officer/Principal | 29/12/1996 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 29/12/1996 |
Experiences
Positions held
Linked companies
Private companies | 4 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Wheat First Butcher Singer, Inc. | Finance |
United National Bank (North Carolina)
United National Bank (North Carolina) Major BanksFinance United National Bank (North Carolina) is a national commercial bank based in Fayetteville, NC. United National Bank (North Carolina was acquired by Omni Financial Services, Inc. on March 30, 2000 for $1.40 million. | Finance |
Stone Capital Management, Inc.
Stone Capital Management, Inc. Investment ManagersFinance Stone Capital Management, a subsidiary of First Community Bank NA, is a registered investment advisor that offers customized investment management services to individuals, institutions, endowments, foundations, trusts and qualified employee benefit plans. They are based in Beckley, West Virginia. | Finance |
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