portrait of Amy C Stone

About Amy

Together with my branch team and team of professionals, I work with a select group of retirees and pre-retirees to help them reach their financial goals. We accomplish this by understanding what is most important to them as it relates to their financial goals and dreams. I have a process that has been fine-tuned over the past 24 years which enables me to help individuals prepare for and navigate the uncertainties of life. One of my greatest pleasures are the relationships that I have cultivated over the years with my clients, their children and the people that are most important...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesJune 2000 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Wake Forest UnivBachelors

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Gardening
  • Traveling
  • Yoga

Team Members

  • Nicky LeBlanc
    Sr. Branch Office Administrator
  • Mary Ellen Davidson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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