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Stone Wealth Administration Publicizes CFP® Marks for Crew Member, Recognition on Two High Advisor Lists, and Growth of Crew

Byadmin2

May 13, 2022
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Austin-based wealth administration agency adheres to fiduciary requirements, all the time retaining the wants of purchasers first

AUSTIN, Texas, Could 13, 2022 /PRNewswire/ — Stone Wealth Administration, an independently-owned and operated monetary planning and SEC Registered Funding Advisory agency, at the moment introduced that wealth advisor Antonio Tovar has been authorized to make use of the CFP® mark of distinction. As well as, the agency was named to an inventory of high monetary planning companies in Austin, and a has added new Austin native to the agency.

Stone Wealth Management

Stone Wealth Administration

“We’re delighted that Antonio has earned his CFP® designation,” Morgan Stone, President of Stone Wealth Administration

CERTIFIED FINANCIAL PLANNER® DESIGNATION FOR ANTONIO TOVAR

A local Austinite, Antonio Tovar, Wealth Supervisor, handed the CFP Board Examination and acquired approval to make use of the CFP® mark of distinction in January 2022. Tovar makes a speciality of working with younger executives/professionals with govt perks and fairness compensation. A graduate of Texas Tech with a B.S. in Private Monetary Planning, Tovar beforehand labored as an Energetic Dealer Dealer at Charles Schwab earlier than becoming a member of the agency. He beforehand participated in organizations resembling Toastmaster’s Worldwide, the place he refined his ability in public talking. Moreover, he has hung out volunteering on the Central Texas Meals financial institution and is on the lookout for extra neighborhood service alternatives.

“I am proud to have earned the excellence of Licensed Monetary Planner which additional solidifies the requirements of excellence and fiduciary dedication we’ve got to our purchasers at Stone Wealth. As an SEC Registered Funding Advisory agency, we’ve got a fiduciary obligation to our purchasers, committing to place their pursuits first, over and above our personal,” mentioned Tovar.

“We’re delighted that Antonio has earned his CFP® designation, one of the extremely regarded designations in our subject,” mentioned Morgan Stone, CFP®, CEPA, President of Stone Wealth Administration. “He has additionally continued to broaden his areas of experience, particularly in govt compensation and taxation. He has grow to be a valued member of the workforce,” mentioned Stone.

DOUBLE LOCAL RECOGNITION FOR THE FIRM

Not too long ago, Stone Wealth Administration was ranked within the High 40 Monetary Advisors in Austin on Experience.com out of 213 native companies. Stone Wealth acquired scores of A+ for professionalism and A for status. Experience.com scored Austin monetary advisors on greater than 25 variables throughout 5 classes and analyzed the outcomes to supply a hand-picked listing of advisors.

Moreover, Stone Wealth Administration was chosen as one of many High 9 Monetary Advisors in Austin by AdvisoryHQ. In line with AdvisoryHQ: “Whereas Stone Asset Administration, Inc. could also be among the many smallest companies on our listing of top-rated Austin monetary advisors, this monetary planner affords a superb depth of monetary administration experience whereas offering most worth to their purchasers.”

NEW FINANCIAL PLANNING PRACTITIONER

Austin Hilscher just lately joined the Stone Wealth workforce. Hilscher is a graduate of Texas A&M with a B.S. in Economics. He beforehand labored as an intern and Assistant Paraplanner at a neighborhood Austin monetary companies agency the place he assisted within the creation of monetary plans and served on the shopper service workforce. Hischer grew up within the space and attended Spherical Rock Excessive College. At Stone Wealth, Hischer serves as an Affiliate Wealth Supervisor, offering monetary planning assist and analysis.

ABOUT STONE WEALTH MANAGEMENT

Established in 2004 by Austin native Morgan Stone, Stone Wealth Administration is an SEC Registered Funding Advisory and monetary planning agency. An independently owned and operated agency, the corporate’s monetary advisors are free from conflicts of curiosity which might be usually related to massive monetary companies companies which have a self-interest in selling commission-based and/or proprietary merchandise. The agency works on a commission-free foundation and has a fiduciary obligation to its purchasers, which implies that they need to put their purchasers’ pursuits first, over and above their very own. For extra data, go to www.stonewealthatx.com/contact-us.

Press contact:
Leesy Palmer
Influence Communications, Inc.
913-649-5009
LeesyPalmer@ImpactCommunications.org

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SOURCE Stone Wealth Administration

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