Jamie Stone Email & Phone Number
Chief Planning Officer @ Means Wealth Management
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Jamie Stone Location
- Greenville, SC, US
Jamie Stone Work
- Chief Planning Officer @ (February 2022 - Present)
- Wealth Advisor @ Mercer Global Advisors Inc. (August 2015 - January 2022)
- Private Client Consultant @ (March 2014 - August 2015)
- Manager, Investment and Retirement Services @ (February 2013 - February 2014)
- Investment Representative @ (April 2012 - January 2013)
- Senior Investment Advisor @ (December 2009 - April 2012)
- Investment Advisor @ (October 2008 - December 2009)
- Investment Advisor Representative and Insurance Broker @ Northwest Retirement Security Group (January 2007 - October 2008)
- Investment Advisor Representative and Insurance Broker @ Whitfield's United Insurance Agencies, Inc. (November 2002 - December 2006)
- Financial Advisor @ (November 2001 - October 2002)
Jamie Stone Education
- University of Washington
Bachelor of Arts
1997-2001
Jamie Stone Summary
- Jamie Stone, based in Greenville, SC, US, is currently a Chief Planning Officer at Means Wealth Management. Jamie Stone brings experience from previous roles at Mercer Global Advisors Inc., JPMorgan Chase Bank, NA and NRECA. Jamie Stone holds a 1997 - 2001 Bachelor of Arts @ University of Washington. Jamie Stone has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Means Wealth Management Employees
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Financial Advisor
Old Town, ME, US
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Bangor, ME, US
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Bangor, ME, US
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Bangor, ME, US
Eric Baker
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Greenville, SC, US
Alex Means
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South Carolina, United States
John Dudley
Senior Vice President
Bangor, ME, US
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Susan Dietz
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Cindy Okeefe
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Laura McMahon
Financial and Operations Principal
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Gwenyth Rollins
Operations Coordinator
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Karen Oeser
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Greenville, SC, US
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Chief Executive Officer
Bangor, ME, US
Tinsley Newton
Paraplanner
South Carolina, United States
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