Wealth Advisor
Doug Stone

About this Advisor

My career began at Merrill Lynch where I built a highly successful practice. I was continually recognized for my financial planning expertise and an Executive Club member. While there I was promoted to Branch Manager and earned the CFM designation.

Upon arriving at Morgan Stanley I continued to serve my clients and develop my understanding of our rapidly changing markets. I became proficient at hedging portfolios with the use of Alternative Investments and Option strategies.

Of key importance to me is educating my clients with ongoing workshops and seminars, which lead me to become a highly sought after speaker among community and business leaders.

In March of 2009 I ventured out to start my own wealth management practice in association with SeaCrest Wealth Management. The objective and open architecture that is available to clients is truly refreshing and has long been a desired goal of mine.