Deep Enrich
David G. Stone, AAMS
Economics Planner
448 followers
Sherman, Texas, United States
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About me
Senior VP - Investments and Financial Advisor at Stone - Dobbs Wealth Management Group of Wells Fargo Advisors
Education
La Jolla High School
1963 - 1966High School Diploma Being a Teenager!!
Austin College
1971 - 1975Bachelor's degree Business Administration/EconomicsActivities and Societies: Pi Gamma Mu - The National Social Science Honor Society I was a married student, studying business and economics as I prepared for the "Business of Living".
Experience
Texoma Regional Planning Commission
Jun 1973 - Dec 1976Economics Planner
Wells Fargo Advisors
Feb 1977 - nowSenior Vice President - Investment OfficerStone - Dobbs Wealth Management Group of Wells Fargo Advisors is a multi-generational, multi-dimensional team approach to providing strategies to the lifestyle, financial, and investment needs of our exceptional clients. From its beginning, Stone - Dobbs Wealth Management Group has always been client driven. We assist our clients in making more appropriate decisions with their money: For they are in the business of living. The smartest investment is a conversation. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member FINRA/SIPC Show less
Licenses & Certifications
Accredited Asset Management Specialist (AAMS)
The American College of Financial Services
Volunteer Experience
Past Chair, and Boardmember
Issued by Home Hospice of Grayson County, Inc. on Jan 2008Associated with David G. Stone, AAMSPresident
Issued by Sherman Noon Lions' Club on Feb 1977Associated with David G. Stone, AAMSPast Chair, and Boardmember
Issued by Sherman Symphony Orchestra Association on Jul 2013Associated with David G. Stone, AAMSU. S. Director
Issued by Centro Infantil San Pablo on Sept 2011Associated with David G. Stone, AAMS
Languages
- soSome spanish
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