Christian C. Stone, CFP®

Senior Wealth Advisor

Phone: (617) 745-0900 x125
Fax: (617) 745-0910

Chris is a Senior Wealth Advisor at PRW Wealth Management, LLC. He has over 14 years’ experience in wealth management, where his career has focused on serving the needs of successful individuals, families, endowments, and foundations. Chris works with clients to help manage their wealth responsibly, grow it tax-efficiently, and maintain it for years to come so that it fulfills the lifestyle they want to lead. He is a steward for clients and their wealth, and is dedicated to the highest level of client service. Chris also partners with clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.

Before joining PRW, Chris was an advisor at Morgan Stanley, and prior to that, a Vice President of U.S. Trust where he served as a Private Client Manager. His past responsibilities include managing high and ultra-high net-worth relationships on a daily basis, and coordinating, developing, and implementing comprehensive investment, cash flow, tax, and estate plans with various internal and external partners. He previously served as a Client Manager within Bank of America’s Premier Banking & Investments Group.

Chris is a member of the Boston Estate Planning Council, the Business Associates Club, and the Boston College Club.

Chris is a CERTIFIED FINANCIAL PLANNER™ professional as determined by the Certified Financial Planner Board of Standards Inc., and completed the Financial Planning Program at Boston University. Chris earned a B.S. in Business from Mount St. Mary’s University in Maryland, where he was a Division I baseball player. He went on to receive his M.S. in Investment Management from Boston University’s Graduate School of Management. He maintains Series 7, 63, and 66 licenses*. Chris is an avid golfer and lives in Hingham, MA with his wife and two children.

 

1 Series 7 (General Securities Representative)
Series 63 (Uniform Securities Agent State Law Exam)
Series 66 (Uniform Securities Agent Combined State Law Exam)

Lorem ipsum dolor sit amet, consectetur adipiscing elit pretium urna quis tortor consectetur et pretium elit