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Michael Stone

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Michael Stone

CEO & Founder of Milestone Investment Management LLC | Commonwealth Financial Network

Carrollton, Georgia, United States

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Michael Stone

Summary

Michael Stone is a seasoned financial executive with over four decades of experience in the banking and investment sectors. As the CEO and Founder of Milestone Investment Management LLC, he specializes in retirement income strategies, providing tailored financial advisory services. His extensive expertise spans various aspects of wealth management, including asset allocation, risk management, and strategic financial planning. Michael is a graduate of Louisiana State University with a degree in Education and has pursued further education in fiduciary studies and asset management. His leadership roles have equipped him with a deep understanding of both corporate and entrepreneurial environments. Michael is also recognized for his commitment to client education and public speaking, helping individuals navigate complex financial landscapes. His long tenure in the industry reflects a dedication to fostering financial literacy and responsible investment practices.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Michael Stone

Work Experience

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CEO & Founder of Milestone Investment Management LLC at

Commonwealth Financial Network

November 2018 - Present

company logo

CEO & Founder Milestone Investment Management LLC at

LPL Financial

July 2010 - November 2018

💼

Various at

Banking & Financial Services

December 1973 - June 2010

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Michael Stone

Education

Center for Fiduciary Studies (Fi360), Accredited Investment Fiduciary (Aif), Professional Designation

January 2017

Financial Services Standards, Professional Plan Consultant (Ppc)

January 2013 - January 2013

College for Financial Planning, Accredited Asset Management Specialist (Aams)

January 2003 - January 2003

Graduate School of Banking at LSU, Graduate Degree

January 1996 - January 1998

Louisiana State University, Bs

January 1971 - January 1975

University of West Georgia, Honorary Alumnus

January 2017

Frequently Asked Questions about Michael Stone

What is Michael Stone email address?

Michael Stone's primary email address is ******@commonwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Michael Stone work for?

Michael Stone is a CEO & Founder of Milestone Investment Management LLC at Commonwealth Financial Network, a company specializing in Monetary Authorities-Central Bank.

Where Michael Stone graduated from?

Michael Stone holds a degree in from Center for Fiduciary Studies (Fi360).

How can I directly contact Michael Stone?

To contact Michael Stone directly, you can use the email address ******@commonwealth.com. Complete contact information is available upon registration with Muraena.

Who is Michael Stone?

Michael Stone is a seasoned financial executive with over four decades of experience in the banking and investment sectors. As the CEO and Founder of Milestone Investment Management LLC, he specializes in retirement income strategies, providing tailored financial advisory services. His extensive expertise spans various aspects of wealth management, including asset allocation, risk management, and strategic financial planning. Michael is a graduate of Louisiana State University with a degree in Education and has pursued further education in fiduciary studies and asset management. His leadership roles have equipped him with a deep understanding of both corporate and entrepreneurial environments. Michael is also recognized for his commitment to client education and public speaking, helping individuals navigate complex financial landscapes. His long tenure in the industry reflects a dedication to fostering financial literacy and responsible investment practices.

Michael`s contact details

mail

******@commonwealth.com

********@lpl.com

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Crpc Kristine Mcmanus

Chief Advisor Growth Officer

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