Morgan Stone

Biography

Morgan is a CERTIFIED FINANCIAL PLANNER^® with over twenty years’ experience in the financial services industry. He is passionate about collaborating with his clients so they may achieve their unique life goals with confidence and clarity. His clients include high net worth families, business owners and corporate executives at or near retirement. He takes pride in helping his clients make wise investment and planning choices by leveraging the extensive resources available at Avidian.

Morgan graduated from Vanderbilt University and earned an MBA with a Personal Financial Planning concentration from St. Edward’s University. Through the Exit Planning Institute, he also earned the Certified Exit Planning Advisor, CEPA®, designation to consult with business owners on planning their transition out of their companies in a thoughtful, deliberate and rewarding manner.

Prior to joining Avidian, Morgan was the founder and president of Stone Wealth Management, Inc., a Registered Investment Advisor firm in Austin. He also previously served as Vice President of Austin Trust Company. Morgan is a member of the Financial Planning Association and the Estate Planning Council of Central Texas. He previously served on the Board of Directors of the Estate Planning Council of Central Texas, the Board of Directors of the Juvenile Diabetes Research Foundation, and the Stephen F. Austin High School Continuing Education Foundation.

Morgan is a native Austinite, and the proud father of Will and Katherine. When not with his family, Morgan enjoys tennis, mountain biking and the live music scene in Austin. He also tries to work in a fly-fishing excursion or two each year, after working as a fly-fishing guide upon graduating from college.