John Stone

Director of Client Planning at Advocacy Wealth Management LLC

John Stone

John Stone

Director of Client Planning at Advocacy Wealth Management LLC

Biography

John Stone joined Forge Consulting in the fall of 2010 as a member of the Case Design staff, earning valuable experience in multiple areas of settlement planning including structured settlement and traditional annuities, government benefits preservation, Medicare Set-Asides, trust planning, and life care plan analysis. In June 2015, John carried the knowledge he gained from the Case Design team to Advocacy Wealth Management, and is an Investment Advisor Representative assisting current and future clients with their post-settlement financial planning.

John graduated from The University of Georgia with a Bachelor of Business Administration in Risk Management and Insurance and Management Information Systems. John is a licensed Life, Accident and Sickness insurance agent in the State of Georgia, received his Certificate in Financial Planning from The University of Georgia Terry College of Business in 2014, is a Registered Investment Advisor Associate (Series 65) and is a CERTIFIED FINANCIAL PLANNER™ professional.

John has been surrounded by the legal profession all his life and is the grandson of a former State of Georgia Superior Court Judge, and the son and brother of personal injury attorneys in the Atlanta area. With this unique perspective, John has witnessed the results—both positive and negative—of clients’ settlement recoveries and the importance of proper advice and planning. With this experience, John brings a passion to provide clients with suitable settlement recommendations to ensure their needs and goals are met.

John grew up in Blakely, Georgia, and currently resides in Atlanta, Georgia, with his wife Kelsey. In their spare time, they enjoy spending time with family, traveling, and Georgia Bulldog football games in the fall.

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Chief Executive Officer, Chief Compliance Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chairman at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Investment Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Trust Implementation, Advocacy Trust Solutions at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Founding Partner at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Founding Partner at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Chief Operating Officer at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Director of Tax & Retirement Planning at Advocacy Wealth Management LLC

Relationship likelihood: Strong

Investment Advisor Representative at Advocacy Wealth Management LLC

Relationship likelihood: Average

Regional Director of Client Services at Advocacy Wealth Management LLC

Relationship likelihood: Average

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John Stone
Director of Client Planning at Advocacy Wealth Management LLC
Career History
Director of Client Planning
Current

Advocacy Wealth Management (AWM) primarily manages assets for clients seeking requiring a relatively predictable stream of income on which they depend for their well-being. Many of their clients purchase portfolios the firm has created which are bond ladders, composed of individual securities, either corporate or municipal or both, withstated maturity dates. Maturities and coupon payments are staggered to give the client regularity of income and a reasonable assurance that principal will be returned at maturity since the direct securities are all investment grade. Accordingly, AWM focuses on managingdefault risk and reinvesting unused income and return of principal. They may add other income, equity or alternative investments to enhance or diversify return. For clients with limited investment capital, the firm offers alternative portfolios that emulate the bond ladders to the degree possible while attempting appropriate diversification. AWM's investment strategies generally include long- and short-term trading of stock portfolios, mutual funds and fixed-income securities. Margin trading and option trading may be used, when appropriate.

Other Affiliations

John Stone is affiliated with Advocacy Wealth Management LLC

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