COPY - W. Morgan Stone, CFP®, CEPA, MBA
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 firstname.lastname@example.org or 512-469-9152.
- 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