Jeffrey Stone

Jeff didn’t take a direct career path into financial services. He got his college degree in audio engineering and spent a few years in college ministry before ultimately becoming a financial advisor. Although the path may not seem logical, he was inspired by the idea of investing from seeing the ability of his family to send 3 kids to college through prudent planning and long term investing. His time in ministry was inspired by his desire to build relationships and serve others. This built the foundation that has led him dedicating the last 18 years to a financial services career focused on helping his clients identify and pursue their financial goals.

Jeff holds the CERTIFIED FINANCIAL PLANNER ™  designation, which underscores his commitment to providing the highest standard of financial advice. He is passionate about bringing clarity to the often complex financial world, and the opportunity to see people work toward achieving things they once feared weren’t possible.

Jeff is a native of Greenville and resides there with his wife Aspen, son Stanton, and daughter Dylan. He is actively involved in the ReGen ministry at Grace Church Downtown and Veritas Preparatory School, where his children attend school. Outside of work you will likely find him cooking for his family and friends, making music with his son, or looking for an excuse to spend a day out on the water.