400 Eastdale Circle (Eastdale Branch)
Registrations (Held through SA Stone Wealth Management Inc.): Series 7, 63, and 65
Insurance Licenses (Held through SA Stone Wealth Management Inc.): Life and Health
Registration: Alabama, Georgia, Texas, and Virginia.
Background in Financial Industry: I have over 28 years in the financial services industry and have played an integral role in the investment department at MAX for more than 15 years.
I am very involved at my church, Landmark Church and serve through their Reality & Truth Missions program.
What makes MAX Wealth Management a smart solution for clients and potential clients?
MAX Wealth Management is a smart solution for clients and potential clients because we value relationships. We get to know our clients and families throughout generations so we are able to assist and provide solutions for years to come.
What is your style when helping a client?
I typically take a more conservative approach when assisting clients. I also take the time to look at the full financial picture of the clients. I think it’s very important to hear their goals for the future. Whether they would like to buy a home in the next few years, pay for their child’s college education, or look to retire, it’s important to see the full scope of clients’ financial futures when providing solutions.
Why should a potential client choose to work with MAX Wealth Management?
MAX Wealth Management team members take the time to build relationships to truly know customers and develop trust. When clients work with MAX Wealth Management, they can be confident in receiving honest feedback about their finances.