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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

Org chart

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
TG
Terrell Graves
Chief Investment Officer

Teams

+4

Leadership Team

7 members

TG

Investment Management

3 members

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