Morgan Stone

No open positions remaining

Consumer Services

Finance

Profile

Mr. William M.
Stone is a President at Stone Asset Management, Inc. He has over nineteen years experience in the financial services industry.
Prior to founding Stone Wealth Management, Morgan was Vice President of Austin Trust Company.
He graduated from Vanderbilt University in 1992 and completed the Texas School of Trust Banking in 1996.
He earned an MBA with a Personal Financial Planning concentration from St. Edward's University in 2003 and completed the Financial Planning Association Residency Program at DePaul University in 2004.

Former positions of Morgan Stone

Companies	Position	End
Stone Asset Management, Inc. Stone Asset Management, Inc. Investment ManagersFinance SWM invests primarily in no-load mutual funds and exchange traded funds on behalf of their clients, and as required, in individual equities and/or bonds. The firm uses independent investment research that is not influenced by investment banking conflicts of interest. They invest for the long-term by remaining committed to a disciplined rebalancing schedule.	Chief Executive Officer	31/01/2023

See the detail of Morgan Stone's experience

Training of Morgan Stone

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Morgan Stone's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
Vanderbilt University Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
St. Edward's University St. Edward's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stone Asset Management, Inc. Stone Asset Management, Inc. Investment ManagersFinance SWM invests primarily in no-load mutual funds and exchange traded funds on behalf of their clients, and as required, in individual equities and/or bonds. The firm uses independent investment research that is not influenced by investment banking conflicts of interest. They invest for the long-term by remaining committed to a disciplined rebalancing schedule.	Finance