David Stone is Director/Investments of The CR Wealth Management Group of Stifel . As a member of the team within Stifel, David works with sophisticated clients to help them preserve capital and create stable wealth management plans. Service is a key aspect of the team’s offering, and it subscribes to the “Four Seasons” model, which was established by the luxury hotel chain to define how it provides its services to clients. Further, the team also works directly with clients to evaluate their current standings and provide timely updates that allow for the further development of strategies. Meetings are held with each client every financial quarter to provide updates on progress and examine new factors that could affect the tailored wealth management plans formulated for each client. Additionally, the team holds an investment meeting every year with each client to determine holistic strategies for the next fiscal year.
Former Morgan Stanley Financial Advisor David Stone Joins Stifel