Broker Check
Mark Stone

Mark Stone

President, Senior Wealth Manager

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 financial and insurance problems.  His experience within the Claims Adjustment/Property and Casualty industry had shown him that the best way to achieve this goal was through an Independent approach, so that every customer could be guided towards a plan that suited him or her personally. 

A Certified Wealth Strategist ™ professional, Mark holds his Series 7, 24 and 66 licenses, as well as a license in Life, Health, and Annuities.  He is excited to share the wealth of experience he has gained in Investments, Pensions, Savings, and Insurance not only with his team, but also with all who reach out for guidance.  Mark is committed to educating and caring for the needs of all the company’s clients, from its wide-ranging Union programs to its many individual customers.

A former high school and college-level basketball coach, Mark has also served on the Board of the BCPS/Pretrial Services organization, and as a youth softball coach.  He enjoys spending time with his family, and supporting them in their varied passions and pursuits.