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
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