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John Stone

Investment Advisor Representative, Financial Planner

Advocacy Wealth Management

United States, Georgia, Atlanta

About Me

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

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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

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