John Stone, CFP®, RSP
Investment Advisor Representative
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 Bulldogs football games in the fall.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
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