CoverProfile

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

View more

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

AH
Anthony Hosfeld
Managing Partner
Profile Photo
Timothy Denehy
President
Profile Photo
Rob Davis
Financial Advisor and Senior Financial Consultant
Profile Photo
Thomas Johnson III
Chief Executive Officer, Chief Compliance Officer

You Might Like

RD
Russ Degitz
Principal
Huntington University
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue