Jim Stone Email & Phone Number
Certified Financial Planner @ IronBridge Wealth Counsel, LLC
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Jim Stone Location
- Schaumburg, IL, US
Jim Stone Work
- Certified Financial Planner @ (May 2022 - Present)
- Financial Planner @ Lincoln Financial Advisors (January 1999 - May 2022)
Jim Stone Education
- Illinois State University
(Economics / Marketing / Acounting / Finance / Business Administration)
1989-1993
Jim Stone Skills
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Business Succession Planning
- Employer Benefits Plans
- Wealth Management
- Retirement Distribution
- Leadership
- Strategic Planning
- Accounting
- Financial Analysis
Jim Stone Summary
- Jim Stone, based in Schaumburg, IL, US, is currently a Certified Financial Planner at IronBridge Wealth Counsel, LLC. Jim Stone brings experience from previous roles at Lincoln Financial Advisors. Jim Stone holds a 1989 - 1993 Illinois State University. With a robust skill set that includes Comprehensive Financial Planning, Retirement Planning, Estate Planning, Business Succession Planning, Employer Benefits Plans and more. Jim Stone has 2 emails on RocketReach.
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