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Stoney Thomas, Financial Advisor

FINANCIAL ADVISOR
Stoney Thomas

CEPA®, AAMS™
1103 South Washington, Marshall, TX 75670opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies

About Stoney

Since joining Edward Jones in 2005, I've been providing financial advice for a select group of business owners, professionals and retirees who, amongst other things, desire a comfortable retirement and a strategy to efficiently transfer their wealth to the people who are important to them.

Along with receiving other awards, since 2014, I've been invited to attend the Edward Jones Financial Advisor Leadership Conference nine times, which celebrates the contributions and achievements of some of the firm's most successful financial advisors. In 2023, I also obtained my CEPA® or Certified Exit Planning Advisor® designation. This designation provides specific education on...

Work History

  • Edward JonesNovember 2005 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas Christian UniversityBachelors

Personal Interests

  • Coaching Sports
  • Football
  • Hunting
  • Outdoor Enthusiast
  • Reading

Team Members

  • Preston Paul
    Associate Financial Advisor
  • Katie Vernon
    Sr. Branch Office Administrator
  • Holli Adkins
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(903) 938-4447

Fax

(888) 418-9664

Office Address

1103 South Washington
Marshall, TX 75670opens in a new window

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