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David G Stone

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David G Stone

Economics Planner | Wells Fargo Advisors

Texas, United States

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David G Stone

Summary

David G. Stone is a seasoned financial advisor with over four decades of experience in wealth management. Currently serving as the Senior Vice President and Investment Officer at Wells Fargo Advisors, he leads the Stone - Dobbs Wealth Management Group, which emphasizes a client-driven approach to financial strategies. With a strong educational background in Business Administration and Economics from Austin College, David has honed his expertise in various aspects of financial planning and investment. He is fluent in Spanish, which allows him to connect with a broader clientele. David's career reflects a commitment to helping clients navigate their financial journeys effectively. His long tenure at Wells Fargo Advisors showcases his dedication and stability in the financial services industry. Outside of work, he values meaningful conversations as the cornerstone of successful investments.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

David G Stone

Work Experience

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Senior Vice President - Investment Officer at

Wells Fargo Advisors

February 1977 - Present

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David G Stone

Education

Austin College, Bachelor's degree, Business Administration/Economics

January 1971 - January 1975

La Jolla High School, High School Diploma, Being a Teenager!!

Frequently Asked Questions about David G Stone

What company does David G Stone work for?

David G Stone is a Economics Planner at Wells Fargo Advisors.

Where David G Stone graduated from?

David G Stone holds a degree in from Austin College.

Who is David G Stone?

David G. Stone is a seasoned financial advisor with over four decades of experience in wealth management. Currently serving as the Senior Vice President and Investment Officer at Wells Fargo Advisors, he leads the Stone - Dobbs Wealth Management Group, which emphasizes a client-driven approach to financial strategies. With a strong educational background in Business Administration and Economics from Austin College, David has honed his expertise in various aspects of financial planning and investment. He is fluent in Spanish, which allows him to connect with a broader clientele. David's career reflects a commitment to helping clients navigate their financial journeys effectively. His long tenure at Wells Fargo Advisors showcases his dedication and stability in the financial services industry. Outside of work, he values meaningful conversations as the cornerstone of successful investments.

David`s contact details

Colleagues

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Mark Pignotti

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Mark R Waltersheide

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Mark Schaaf

Financial Advisor, Managing Director-Investments

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Mark Schlig

Vice Presidents, Investments

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