I became a financial advisor with Edward Jones in 2005, after completing my degree in financial management from Clemson University. I am fortunate to have a career where I can help people plan and strategically pursue their financial goals.
In order to help you do that, it is vital for me to sit down with you and listen to what your specific goals are. Whether you're planning for retirement, saving for loved one's college or currently living in retirement, I will do my best to help you develop effective strategies to achieve your goals. Once we develop your strategy, we will continue working together to monitor your progress and make adjustments to help ensure you stay on track to accomplish your goals. It will be my privilege to work with you in a trusted, long-term relationship as your personal financial advisor.
One of the joys of my work is getting to serve people of all ages and life stages. However, one common characteristic of my clients is that they came to me during a time of transition, such as retirement, moving to the area, receiving an inheritance or changing jobs. It is my desire to listen to your story and help you make sound decisions during what may be a stressful time. As a part of this process, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to develop the strategy that’s best for you.
You can take comfort in knowing that we have a strong Edward Jones team – experienced home office professionals using advanced technology – supporting my office. This support system ensures that you will receive current and comprehensive financial guidance to make wise investment decisions. We also benefit from the experience of my Senior Branch Office Administrator, Christy Gibilisco. She began her career at Edward Jones in 2011 and provides you with the highest level of service possible.
While I am truly blessed to be with Edward Jones, my greatest blessings are found at home. My wife, Amy, and I have been married since 2007. She teaches 5th Grade in Pickens County. Our son, Will (13), is into all things sports related, especially basketball and football. Our daughter, Olivia (10), enjoys playing soccer, but prefers art and music. I have enjoyed coaching both in Rec sports over the years. I also enjoy playing golf and hunting. My family and I are active members of First Baptist Church in Pickens.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Landscape Design
- Outdoor Enthusiast
Phone NumberDavid W Stone at (864) 985-1301
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