John Stone, CFA, AIF®

First Vice President / Investments

John M. Stone has been with Stifel and predecessor firms since 2005 and has more than 20 years of investment industry experience.  Prior to joining the firm, he served as vice president and portfolio manager at a Lynchburg-based money management firm.

A native of Lynchburg, John received his BA degree in Economics from Hampden-Sydney College.  He has earned the Chartered Financial Analyst® (CFA®) designation, as well as the Accredited Investment Fiduciary (AIF®) designation.  John is a member of the CFA® Institute and Richmond Society of Financial Analysts. He currently serves on boards of the City of Lynchburg Economic Development Authority, the Lynchburg Regional Business Alliance, and the Greater Lynchburg Community Foundation.  John is a member and past president of the Rotary Club of Lynchburg-Morning and volunteers as Cubmaster for Cub Scouts Pack 7.  

John and his wife, Shelley, live in Lynchburg with their four children and cadre of pets. 

Phone (434) 845-1000
Fax (434) 528-9335