Financial advisor David Stone is a managing director/investments at Stifel and a member of the firm’s Chairman’s Council. He co-leads The CR Wealth Management Group, a nine-member New York City-based team within Stifel.
One of the largest full-service investment firms in the United States, Stifel has approximately 2,300 financial advisors nationwide and manages in excess of $400 billion in client assets. Mr. Stone has been with the firm since launching The CR Wealth Management Group with Chuck Roberts, managing director/investments at Stifel, in 2016.
Mr. Stone and his associates at The CR Wealth Management Group offer a range of financial advisory and management services catering to each client's needs while drawing upon Stifel's considerable resources and world-class investment research. The full-service securities brokerage and investment advisory firm's Equity Research Group employs award-winning analysts who provide objective and thorough analysis of more than 2,000 stocks spanning several sectors and geographies. The Equity Research Group has been listed among the top-10 in the Refinitiv StarMine Analyst Awards in each of the last 14 years.
David Stone has more than 25 years of industry experience and has covered various asset classes while exclusively working with corporate executives, private equity and hedge fund partners, institutional clients, and ultra-high-net-worth families. Immediately prior to joining Stifel, he was a senior vice president with Morgan Stanley Wealth Management. He has also held director and other senior roles at Merrill Lynch Wealth Management and Citigroup Global Markets.
Complementing his experience, Mr. Stone holds a master of business administration and bachelor of science from Clemson University. He is a Chartered Retirement Planning Counselor (CRPC) and holds the Series 7, 31, and 66 licenses.
*For 2022 qualification, Stifel’s Chairman’s Council consisted of 359 of the firm’s top-producing financial advisors from among its approximately 2,300 financial advisors across the nation.
