Andrew Stone

Analyst-Equity chez Beacon Harbor Wealth Advisors, Inc.

Profil

Mr. Maury A.
Stone, Jr., is a Wealth Advisor at Beacon Harbor Wealth Advisors, Inc. He joined the firm in February 2019.
He is a member of the Beacon Harbor Wealth Advisors’ Investment Committee and assists in investment research for the firm.
He works with families and businesses striving to encapsulate a detailed wealth management plan for life events and goal-oriented investing.
His career experience stems from working in the community banking industry.
During his career at Towne, Mr. Stone was involved in Real Estate Finance, Risk Management, Marketing, Retail Banking, Small Business Underwriting/Credit Analysis, and lastly fulfilling a role as a Commercial Lender in the community.
He joined the MacDonald & Ingram Wealth Management Group of Wells Fargo Advisors in 2014.
He earned a B.S.
degree in Chemistry degree from Virginia Military Institute and a Virginia Bank Management School degree from the University of Virginia.
He also received MBA focused in Marketing and Finance from Old Dominion University.

Postes actifs de Andrew Stone

Sociétés	Poste	Début
Beacon Harbor Wealth Advisors, Inc.	Analyst-Equity	01/02/2019

Formation de Andrew Stone

Virginia Military Institute	Undergraduate Degree
Old Dominion University	Masters Business Admin
University of Virginia	Graduate Degree