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John Stoner Location
Charlotte, NC, US
John Stoner Work
Financial Advisor @ (November 2023 - Present)
Managing Director and Financial Advisor at Truist Investment Services, Inc. @ (February 2021 - December 2023)
Financial Advisor @ BB&T Scott & Stringfellow (October 2012 - February 2021)
Financial Advisor, Senior Vice- President @ Wells Fargo Advisors (May 1999 - October 2012)
US Army Ranger @ (February 1988 - October 1993)
John Stoner Education
Lock Haven University of Pennsylvania
Bachelor's Degree (Sociology)
1983-1987
Army Veteran
John Stoner Skills
Wealth Management
Portfolio Management
IRAs
Project Management
Investments
Risk Management
Research
Sales
Public Speaking
401k
Series 65
Investment Advisory
Asset Allocation
Insurance
Series 7
Retirement Planning
Securities
Financial Planning
Mutual Funds
John Stoner Summary
John Stoner, based in Charlotte, NC, US, is currently a Financial Advisor at LPL Financial. John Stoner brings experience from previous roles at Truist Wealth, BB&T Scott & Stringfellow, Wells Fargo Advisors and US Army. John Stoner holds a 1983 - 1987 Bachelor's Degree in Sociology @ Lock Haven University of Pennsylvania. With a robust skill set that includes Wealth Management, Portfolio Management, IRAs, Project Management, Investments and more. John Stoner has 2 emails and 2 mobile phone numbers on RocketReach.
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