SA STONE WEALTH MANAGEMENT INC.

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Providing world-class independent wealth management products and services, and tailored work environment with the highest level of support.

Industries

Finance

Headquarters

Birmingham, United States

Employees

501-1,000

Links

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Jay W. Carter

CEO & President

Jay W. Carter

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Marcus Richardson

COO

Brian Parker

Chief Compliance Officer

Michael Lytle

Chief Investment Officer

Mark Hugo

Chief Supervision Officer

John F. Calvano

Chief Compliance Officer, SA Stone Investment Advisors Inc.

Stephanie Bova

Manager Of Commissions, Registrations & Adminstration

Maribeth Williams

SVP, Client Relations

Michael Yu

VP, Technology Solutions

Matt C. Kelley

Head, Business Development

David Giegel

Private Client Group Director

Ryan Moe

Managing Director - SA Stone Private Client Group

Terrell Graves

Chief Investment Officer

Teams

Leadership Team

7 members

Investment Management

3 members

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