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Meet Our Team
Clark Stone

Clark Stone
Clark Stone, CFP®, ChFC®, CLU®
Financial Planner
(502) 625-0857

Clark is dedicated to providing clients with holistic Financial Planning advice. With more than 20 years of experience in the financial services industry, Clark understands the importance of having a comprehensive and integrated financial plan.

Beginning his career in Retail Banking, Clark enjoys getting to know his clients and providing a full range of services to meet their unique needs. He is a Certified Financial Planner™ and proficient in developing strategies associated with cash management, retirement planning, business succession, survivorship, long-term care, and estate planning. He has served as both a manager of the financial planning offering and as a Financial Planner directly constructing the strategies delivered to clients.

A Kentucky native, Clark earned his Bachelor of Science from the University of Louisville. He enjoys playing tennis, hiking, and mountain biking.

Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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