Broker Check

Team

 

Mark Stone

President, Senior Wealth Manager

610-775-9900

610-775-9903

mstone@stonefin.org

A graduate of Albright College, Mark opened the doors of Stone Financial twenty years ago with one aim in mind: to use his passion for helping people, and what he knew and learned, to help every client solve their own specific...

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Michelle Lamonica

Operations Manager

610-775-9900 ext. 306

610-775-9903

mlamonica@stonefin.org

Michelle brings 25 years of wide-ranging and rigorous business experience to her work with Stone Financial. She has held positions in the entertainment, utility, retail, banking and manufacturing industries, from which she has learned...

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John Miller III

Licensed Sales Assistant

610-775-9900 ext. 301

610-775-9903

jmilller@stonefin.org

John is a Penn State graduate and he has worked with Stone Financial for three years. With a total of 13 years of experience in the financial services industry, John holds Series 7 and Series 63 licenses, and he enjoys educating...

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Tim Mogford

Senior Wealth Manager / Insurance Specialist

610-775-9900 ext. 305

610-775-9903

tmogford@stonefin.org

A naturalized citizen born in the UK, Tim holds Series 7 and 66 Securities licenses, as well as being licensed in Life, Health, and Annuities. As an Insurance Specialist, Tim works primarily with individual Medicare, ACA marketplace,...

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Marybeth Stone

Senior Wealth Manager

610-775-9900 ext. 307

610-775-9903

mbstone@stonefin.org

Marybeth is a 2020 graduate of Haverford College where she majored in Economics and was a member of the softball team. Marybeth holds her Series 7, 66 Securities registrations along with a Life, Health, and Annuities license. In her free...

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