David Stone Email & Phone Number
Investment and Tax Professional @ Preferred Planning Services
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David Stone Location
- Columbus, OH, US
David Stone Work
- 2024 -now Investment and Tax Professional @
- 2018 -now Owner @ Tartan Tax CPAs, LLC
- 2016 -2024 Investment Adviser Representative @ Beacon Financial Advisory LLC
- 2016 -2024 Registered Representative and Investment Adviser Representative @
- 2015 -2024 Financial Adviser @ Tartan Wealth Management
David Stone Education
- University of Dayton
Master of Business Administration (MBA) (Business Administration and Management, General)
1990-1992 - Kent State University
Bachelor of Business Administration (BBA) (Accounting)
1980-1984
David Stone Summary
- David Stone, based in Columbus, OH, US, is currently a Investment and Tax Professional at Stoneburner Wealth Management. David Stone brings experience from previous roles at Tartan Tax CPAs, LLC, Beacon Financial Advisory LLC, Lincoln Investment and Tartan Wealth Management. David Stone holds a 1990 - 1992 Master of Business Administration (MBA) in Business Administration and Management, General @ University of Dayton. David Stone has 4 emails and 2 mobile phone numbers on RocketReach.
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