Morgan Stone (CFP®, MBA)

Morgan Stone focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Special Needs Planning

Planning Specialties

Stone Asset Management, Inc. offers Investment Management Services, Comprehensive Financial Planning and Hourly Consulting.
 
For our investment management clients, we provide a robust Investment Policy Statement with historical backtesting of proposed strategies, financial forecasts reflecting contribution and distribution assumptions, and monte carlo simulations to project success rates with proposed strategies and assumptions. 
 
 

Additional Information

Morgan is a CERTIFIED FINANCIAL PLANNERTM with over 15 years experience in the financial services industry.  He graduated from Vanderbilt University in 1992 and completed the Texas School of Trust Banking in 1996. He earned an MBA with a Personal Financial Planning concentration from St. Edward's University in 2003 and completed the Financial Planning Association Residency Program at DePaul University in 2004. Prior to founding Stone Asset Management, Morgan was Vice President of Austin Trust Company.
 
Morgan is also a member of the Financial Planning Association and the Estate Planning Council of Central Texas. He is on the Board of Directors of the Austin High School Continuing Education Foundation and the Austin Chapter of the Juvenile Diabetes Research Foundation.
 

NAPFA Start Date

September 05, 2006

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This Office

703 W 10th St Austin, TX 78701-2033 Phone: (512) 469-9152 Fax: (512) 532-0679