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Doug Stone, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Doug Stone

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kuttin Wealth Management
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.7 out of 5 rating based on 14 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies

Interests

My wife and I are proud parents of two amazing and very active teenagers. Together we enjoy supporting them develop their academic, athletic, and spiritual talents.

As a family we are avid sports fans and enjoy a variety of outdoor activities ranging from yard work, hunting & fishing, boating and barbequing for family and friends.

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2017, 2018, 2019, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Business Administration, Our Lady of the Lake University

Professional associations

  • Member, San Antonio Estate Planners Council