As a limited partner at Edward Jones and a seasoned financial advisor with more than 25 years of experience in helping investors reach their goals, I serve as a partner and mentor to my clients. My focus is guiding them through life events and investment decisions, so they have confidence in their future.
I enjoy working with individual investors and business owners who want to carefully and thoughtfully work toward a range of financial goals such as preparing for and living in retirement, estate considerations, sending children to college and business continuation planning. No two people are the same and neither are their goals. I help customize strategies that are unique to each individual.
Serving my community is also important to me. I am a current member of the Skyline Kiwanis Club of Longmont, a service club that focuses on serving the local community through gifting programs and scholarships. I am a member of the local car club, ColoRODans, and currently serve as the Rod Festival Chairman. Within the firm, I volunteer as a field trainer and mentor to financial advisors starting their careers.
Because of my love for business and people, I made a career change in 1996 from agriculture farm inputs to become a financial advisor. I have a BS degree in agricultural business/economics. In continuing my education as a financial advisor, I have obtained the AAMS®, ChFC® and the CFP® professional designations.
I am the father of two children, ages 24 and 18, and am married to a wonderful woman who chose to be a mother and homemaker as her vocation. I enjoy traveling with my family, both in and outside the country, wrenching on my projects and spending time outdoors.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let's visit.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Active Lifestyle
- Car Restoration
- Spending Time with Family
- Vintage Cars
Office Address2050 Terry Street Suite 203
Longmont, CO 80501
Phone NumberBill Stone at (303) 776-6342
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More