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portrait of Lindsey Stone
FINANCIAL ADVISOR

Lindsey Stone

CFP®, AAMS™
463 2nd Street West, Suite A, Sonoma, CA 95476opens in a new window
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About Lindsey

We are creating our reality in every moment of every day. We are creating our future with every thought and action we put forward. I believe it is important to invest my time in understanding what goals you are working toward before making investment recommendations. By using an established process to build a "goal-based" investment strategy that is personalized to your needs, we can work together to help you create your best life. I will partner with you throughout your life to help keep you on track.

I work with clients not only locally, but throughout the U.S., virtually or...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Kellie Whelan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(707) 996-4086

Fax

(855) 715-7430

Office Address

463 2nd Street West
Suite A
Sonoma, CA 95476opens in a new window

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