Michael L. Stone, Founder & CEO of Milestone Investment Management LLC, based in Carrollton, has been named a 2014 FIVE STAR Wealth Manager by Atlanta Magazine. In order to consider a broad population of high-quality wealth managers, Atlanta Magazine partnered with FIVE STAR Professional to identify the wealth managers in the Atlanta area who satisfy 10 objective eligibility and evaluation criteria, and who provide exceptional service and overall satisfaction as indicated by clients, peers and industry experts. Self-nominations are not accepted.
The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. The list represents less than 9 percent of wealth managers in the Atlanta area. This list was compiled by surveying over 147,000 high net worth investors in the Atlanta area and leaders of financial service industry companies. Participants were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge & expertise, communication, value for fee charged, meeting of financial objectives, post-sale and service, quality of recommendations and overall satisfaction. Each wealth manager went through a rigorous selection process including a survey from his wealth management clients, reviewed for regulatory actions, civil judicial actions and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores may not be representative of any one client’s evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the FIVE STAR Wealth Managers.
This is the third year in a row Stone has been awarded this honor. “We are very pleased to have won this award for three (3) consecutive years and will continue to do everything possible to merit the trust our clients have placed in our firm,” replied Michael Stone after receiving notice of the award which appears in the October 2014 edition of Atlanta Magazine.
Stone has been a Financial Advisor for 17 years, in addition to having over 24 years of experience in Commercial Banking. He holds Series 7, 63 and 66 securities registrations with LPL Financial. Stone has also achieved the designations of Accredited Asset Management Specialist (AAMS) conferred by the College for Financial Planning and Professional Plan Consultant (PPC) designation by Financial Service Standards, a division of fi360, Inc. (Pittsburgh, PA). He received his Bachelor of Science from Louisiana State University, and went on to graduate from LSU’s Graduate School of Banking. He is married to Andrea Hutchins Stone and has resided in Carrollton since 1994. Stone is active in the Carrollton Community. He currently serves on the Board of Directors of the Carroll County Chamber of Commerce and the Board of Directors of the Carroll Symphony Orchestra. He is a member of the Carrollton Dawn Breakers Rotary Club and the Fairfield Kiwanis Club. Stone has served as Chairman of the Finance Committee at First Baptist Church and is currently serving on the First Baptist Church Board of Trustees. He also teaches an adult Sunday school class at FBC.
Stone specializes in building investment strategies for individuals and business owners, including financial planning for those building wealth for their future, insurance and risk management for persons concerned about protecting their wealth, and retirement planning designed to help individuals meet the challenges of reaching their retirement income goals. My staff has a passion for helping our clients receive more income, pay fewer taxes and achieve better retirements.
Milestone Investment Management, LLC is an Independent Firm located at 206 Mandeville Avenue in Carrollton.
Securities offered through LPL Financial, a member of FINRA/SIPC. Investment advice offered through IFG Advisory, LLC a registered investment advisor. IFG Advisory Group, LLC and Milestone Investment Management, LLC are separate entities from LPL Financial.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC a registered investment advisor and separate entity from LPL Financial.