portrait of Nick Stone
FINANCIAL ADVISOR
Accepting New Clients
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About Nick

I remember visiting my grandma as a child and being fascinated with her passion for investing. The TV would be on silent, with all the stock tickers moving across the bottom of the screen. The financial section of the newspaper was folded over to the page with all the stock information and much of the page was decorated with her shorthand and a bunch of different highlighted numbers in bright green and bright red.

At the time, I didn't realize that what my grandma was doing was working to provide a lasting legacy for her family, and that together with...

Focus Areas

  • Wealth Strategies
  • LGBTQ+ Finances
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesJune 2024 to Current
  • Edward JonesOctober 2019 to May 2024

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Brigham Young UniversityBachelors

Personal Interests

  • Photography
  • Art & Theater
  • Movies & Entertainment
  • Community Outreach
  • Volunteering

Team Members

  • David Decker
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

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