John Stone is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Settlement Planner with over a decade of experience in settlement and financial planning. John joined The Forge Companies in 2010 as a member of Forge Consulting’s Case Management staff, earning valuable experience in multiple areas of settlement planning, including structured settlement and traditional annuity planning, government benefits preservation, Medicare Secondary Payer Compliance, trust planning, and Life Care Plan analysis. In 2015, John joined Advocacy Wealth Management as an Investment Advisor Representative assisting clients with their post-settlement financial planning needs. John currently serves as a
John Stone
Investment Advisor Representative, Financial Planner
Advocacy Wealth Management
United States, Georgia, Atlanta
About Me
Profile Information
Investment Advisor Representative, Financial Planner
Advocacy Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Atlanta
Georgia
United States
Jan 12, 2025
More profiles to browse
Timothy Denehy
President
Rob Davis
Financial Advisor and Senior Financial Consultant
Thomas Johnson III
Chief Executive Officer, Chief Compliance Officer
AH
Anthony Hosfeld
Managing Partner
You Might Like
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services