Financial Advisor's Workshop with Brian Kasal #26 Financial Advising in a Changing Landscape and Economy w/ Morgan Stone, President at Stone Wealth Management
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Morgan Stone (https://stonewealthatx.com/) is a CERTIFIED FINANCIAL PLANNER™ and the President of Stone Wealth Management, a fee-only independent registered investment advisory firm based in Austin, Texas. As a fee-only advisory, Morgan Stone’s commitment is always to his clients rather than to a particular product or fund. Morgan understands that everything starts with learning about his clients – their goals, dreams, and concerns. He joins us to talk about his journey from working in Trust to becoming a financial advisor, and how the pandemic has changed the industry as we adjust to the volatile economy.
https://www.linkedin.com/in/morganstone1/
https://twitter.com/StoneWealthMgmt
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