facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Team

Independent, Experienced, Fiduciary

Stone Wealth Management is a fee-only financial advisor located in Austin, TX. We provide clients with advice, and we are not trying to sell you a particular product or investment. We are fiduciaries, which means we always put your interests first. We believe this is the only way to work with something as important as your money.

Since 2004, Stone Wealth Management has built relationships with each of our clients that include:

  • Understanding your goals in life and how you feel about your money
  • Advising you on all your financial affairs, or designing a plan to address a single aspect of your finances
  • Showing you what you need to fund your goals
  • Tailoring your investment portfolio to your goals and risk profile
  • Regular reporting on portfolio performance
  • Clearly explaining everything we do for you—investments, fees, and financial plans

Without A Map, Can You Get Where You Want to Go?

We’re independent, experienced, local, and offer plain-spoken financial advice.
Together, we’ll work out a plan to help get you where you want to go and feel better about your financial future.

Contact us today at 512-469-9152 or 
info@stonewealthatx.com to schedule a complimentary consultation
to discuss your investment and financial planning needs.

Meet Our Team

W. Morgan Stone, CFP®, CEPA, MBA Photo
Read Bio

W. Morgan Stone, CFP®, CEPA, MBA

President

W. Morgan Stone, CFP®, CEPA, MBA

President

View vCard

Morgan is a CERTIFIED FINANCIAL PLANNER™ practitioner with over nineteen years experience in the financial services industry. He is the founder of Stone Wealth Management, Inc., a Fee-Only Registered Investment Advisor* Firm.

Morgan 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. Prior to founding Stone Wealth Management, Morgan was Vice President of Austin Trust Company.

Morgan is a Registered Financial Advisor* with the National Association of Personal Financial Advisors (NAPFA) and is a member of the Financial Planning Association and the Estate Planning Council of Central Texas. He previously served on the Board of Directors of the Estate Planning Council of Central Texas, the Board of Directors of the Juvenile Diabetes Research Foundation and the Stephen F. Austin High School Continuing Education Foundation.

Morgan's trust and estate experience makes him especially well-suited to sophisticated clients. He specializes in complex financial questions and often works with small business owners and High Net Worth families.

Morgan has been quoted in several publications including Newsweek, BusinessWeek, Investment News and Financial Planning. He has testified before the Travis County Probate Court as an expert witness on investments and has guest lectured at the University of Texas Economics Association.

Morgan is a native Austinite, and the proud father of Will and Katherine. When not with his children, Morgan enjoys tennis, mountain biking and is working on his guitar skills. He also tries to work in a few Colorado fly fishing trips each year, after working as a fly fishing guide after graduating from college. 

Morgan can be reached at mstone@stonewealthatx.com or 512-469-9152.

Specializations


  • High Net Worth Families and Multi-Generational Legacy Planning
  • Retirement Planning for Small Business Owners
  • Advanced Estate Planning and Gifting Issues
  • Risk Management Issues
  • Tax Planning Strategies

As Seen In:




<< Back to Team

Kacie J. Swartz, CFP®, CIMA® Photo
Read Bio

Kacie J. Swartz, CFP®, CIMA®

Senior Wealth Manager

Kacie J. Swartz, CFP®, CIMA®

Senior Wealth Manager

View vCard

Kacie has been helping individuals and families pursue financial independence as a CERTIFIED FINANCIAL PLANNER™ practitioner since 2012. Kacie is an advocate of socially responsible investing and is a frequent public speaker promoting general financial literacy and educating investors about sustainable investing. Her background in investment education makes her a good fit for clients broadening their knowledge of financial planning and investments and helping people through major life changes like ending a marriage or losing a spouse.

Kacie’s interest in Environmental, Social & Governance funds (ESG) started as an extension of her personal commitment to living a more sustainable lifestyle. Kacie turned her years of experience constructing advance portfolios as a Certified Investment Management Analyst® to researching ESG fund options. She found clients were also drawn to the topic and has helped countless people better understand how their dollars are invested and how best to align their values with those investments. Kacie has spoken to local groups, including the Austin Women's Investing Group, about the fundamentals of ESG investing and how to get started. Kacie also recently spoke to other advisors about ESG investing as a panelist at the Investment News Women Adviser Summit in New York City.

Kacie is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Investments & Wealth Institute, and is a spokesperson for the CFP® board's Women's Initiative to attract women to the financial planning profession. She has been published in national media outlets such as Real Simple, Money Magazine, Kiplinger’s and others.

Kacie has been in the financial services industry since 2001 and joined Stone Wealth Management in 2013. Originally from Kansas, Kacie graduated from Wichita State University with a degree in Finance. She is an active supporter of the Austin Diaper Bank, American Gateways and Health Alliance for Austin Musicians.

Kacie happily lives in South Austin where she and her husband enjoy exploring playgrounds with their two small children.

Kacie can be reached at kswartz@stonewealthatx.com or 512-469-9152.



Specializations


  • Life Transitions (Examples: changing careers, divorce, widowhood)
  • Navigating Retirement from the UT System
  • Investing in Sustainable and Environmental, Social and Governance (ESG) Focused Investing
  • Incorporating Pension Plans into Retirement Strategies
  • Social Security Claiming Strategies
  • Designing Investment Strategies

As Seen In:



<< Back to Team

Antonio Tovar Photo
Read Bio

Antonio Tovar

Associate Wealth Manager

Antonio Tovar

Associate Wealth Manager

Antonio is a graduate from Texas Tech University with a bachelor’s degree in Personal Financial Planning. He started his financial career working for Charles Schwab & Co. as a broker, facilitating trades and assisting with account support.

Antonio serves as an associate advisor, providing support in financial planning projects and researching different areas of interest that are impactful to creating a financial plan.

Antonio has passed the CFP Board Exam and is currently waiting to fulfill his experience requirement before utilizing the CFP designation. He previously participated in organizations such as Toastmaster’s International, where he refined his skill in public speaking. Additionally, he has spent time volunteering at the Central Texas Food bank and is looking for more community service opportunities to contribute to.

As a native Austinite, Antonio spends his time in his hometown with family and friends. He enjoys activities such as disc golf, hiking and biking, or playing his guitar on a relaxing weekend. One thing he missed about home was the vibrant color of the surrounding Austin area.



Specializations


  • Financial Planning Software Expert
  • Life Stage Scenario Planning
  • Risk Management Reviews

As Seen In:



<< Back to Team

Brittany McGehee Photo
Read Bio

Brittany McGehee

Chief Compliance Officer

Brittany McGehee

Chief Compliance Officer

View vCard

Brittany holds a BS in Personal Financial Planning from Texas Tech University and has spent over 10 years working closely with clients through the gathering, analyzing and evaluating of data for new financial plans during her tenure with JWA Financial Group in Dallas, into her transition to Chief Compliance Officer and head of operations with Stone Wealth Management.

Brittany is active in the group High Impact Financial Operations Network (HIFON) and recently served as secretary for the Texas Tech Personal Financial Planning Alumni Advisory Board. She has previously been involved with the Financial Planning Association serving locally on the Board of Directors for the Austin FPA establishing the Austin NexGen Chapter.

When not at work, Brittany can be found spending time with her husband, Judson and two kids, enjoying outdoor activities such as boating on Canyon Lake with their family, filling deer feeders and four wheeling down at the ranch, or heading to the mountains for some snowboarding and skiing.


<< Back to Team

Kelly McCune Vick Photo
Read Bio

Kelly McCune Vick

Client Services

Kelly McCune Vick

Client Services

View vCard

A recent graduate of Texas Tech University, Kelly holds a BS in Personal Financial Planning. Kelly comes to us with a strong background in banking and over 10 years of customer service experience. 

While at Texas Tech, Kelly served as a Peer Financial Coach on campus, educating and coaching students on a variety of financial topics. Kelly was a Terry Foundation Scholarship recipient and served as the Mentor Coordinator for transfer and non-traditional students who also received the esteemed scholarship.

Currently, Kelly actively volunteers her time for various mentor opportunities and interview panels for The Terry Foundation and is a candidate for the Accredited Financial Counselor (AFC®) designation.

Kelly is a native of Austin and is excited to be working and living back in her hometown once again. When not in the office, she dabbles in acrylic painting, and enjoys reading, tubing on the Comal, kayaking, most things sci-fi, and cheering on the Texas Tech Red Raiders to victory.


<< Back to Team

Patricia Espino, M.S. Photo
Read Bio

Patricia Espino, M.S.

Client Service Associate

Patricia Espino, M.S.

Client Service Associate

View vCard

Patricia is a first-generation collage graduate who holds her Master of Science in Personal Financial Planning from Texas Tech University. While in college she worked in corporate banking where she realized there had to be more guidance for people to establish and reach their financial goals. Her passion for this industry comes from the direct impact a financial plan could have on someone’s financial future.

As a West Texas native she has recently relocated back to Texas from Tucson AZ, where she was working with 3rd Decade a local non-profit which provided financial literacy and financial mentors at no cost to those in their 3rd Decade of life. While at 3rd Decade, Patricia had the opportunity to hold many hats at this newly growing startup from customer service, logistics, mentoring, marketing, and tech support.

When not at work, Patricia can be found spending time with her dog Duke, hiking, crafting, baking, and exploring all that the city of Austin and its surrounding areas have to offer.

<< Back to Team