Bill J. Stone

Plus aucun poste en cours

Consumer Services

Finance

Profil

Mr. Stone joined Plante Moran Financial Advisors in 2003 following six years with a national financial counseling firm where he provided personal financial and investment counseling services to senior-level corporate executives, officers, and high net worth individuals.
His areas of expertise include investment consulting and personal financial planning.
Mr. Stone received his bachelor of science degree from State University of New York at Buffalo and his master of business administration degree from Wayne State University.
He is also certified as an investment management analyst by the Investment Management Consultants Association, which involved coursework and an examination taken at the Wharton School.
He is one of only approximately 5,500 people nationwide to hold this prestigious designation.
His professional affiliations include the Certified Financial Planner Board of Standards and the Financial Planning Association.

Anciens postes connus de Bill J. Stone

Sociétés	Poste	Fin
Plante Moran Financial Advisors LLC Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities.	Corporate Officer/Principal	29/11/2010

Voir l'expérience en détail de Bill J. Stone

Formation de Bill J. Stone

The State University of New York	Undergraduate Degree
Wayne State University (Michigan)	Masters Business Admin

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