morgan stone
Our firm is a Fee-Only, Independent Registered Investment Advisor Firm located in Austin, Texas. We offer our clients investment management services, hourly consulting and comprehensive financial planning. I am a Certified Financial Planner with over 16 years experience in the financial services industry. I am a member of the Financial Planning Association, National Association of Personal Financial Advisors and Estate Planning Council of Central Texas. Specialties Prudent asset allocation strategies, complete with historical backtesting, projection forecasts and monte carlo simulations. Retirement planning funding analyses. College savings funding analyses. Consulting on insurance, income tax and estate planning issues. Other financial planning issues that arise from time to time. read more ...
  • Vanderbilt University
  • St. Edward's University
  • President At Stone Asset Management
  • Vice President At Austin Trust Company

Public Records

Arrest Records

Possible Social Links

Scroll