Billy Stone - Thrivent
Financial Advising
Why pick this one
Billy Stone provides personalized financial guidance in High Point and holds Series 7 and Securities Industry Essentials qualifications.
Best for
- Personalized financial planning across different life stages
- Life insurance and legacy planning
- Retirement distribution and Social Security discussions
- Investment education and goal-based planning
- Clients who connect financial planning with charitable giving
Specialties
- Financial planning
- Retirement planning
- Investment guidance
- Life insurance
- Legacy and wealth transfer planning
Certifications
- Series 7 – General Securities Representative
- Securities Industry Essentials
- State license: Alabama
- State license: Florida
- State license: Indiana
- State license: North Carolina
- State license: Oklahoma
- State license: South Carolina
- State license: Texas
- State license: Virginia
What makes them different
- Billy Stone spent 25 years in the engineering field
- Bachelor of Mechanical Engineering from Clemson University
- Licensed in eight states, including North Carolina
- Combines financial guidance with a focus on giving and legacy planning
- Serves
- High Point
Distilled from this business's own website.
Contact & Location
- Address
- 3980 Premier Dr Suite 110, High Point, NC 27265
- Phone
- +13366017537
- Website
- https://connect.thrivent.com/billy-stone/
- billy.stone@thrivent.com
Services
- Personalized financial guidance
- Financial planning
- Retirement planning
- Investment planning
- Life insurance planning
- Wealth transfer planning