Marc H. Stone has been practicing comprehensive financial planning in Northeast Ohio since 1989. A native of Shaker Heights, Ohio, he graduated from The Ohio State University with a Bachelor of Science degree in Finance and received a Masters Degree in Business Administration from Baldwin Wallace College.
Marc worked for many years in his family’s advertising agency which employed approximately 60 people. While there, he learned to manage a privately held business and deal with issues such as accounting, personnel management and fringe benefits. Marc began his financial planning career with Cigna Financial Advisors where he qualified for Vice Presidents’ and Presidents’ Council. In December of 1995, he left Cigna to found his own firm, Stone Financial Advisors, Inc. The following year, he joined forces with his former Cigna colleague, Bill Tyler, and founded the Tyler-Stone Group. They joined LPL Financial in the fall of 1998.
As Branch Manager, Marc oversees many LPL Financial registered representatives and operates one of LPL Financial’s largest OSJ Branch offices. Marc is registered for securities business in more than 35 states, holding FINRA Series 7, 24, 51, 63 and Investment Advisor Representative registrations with LPL Financial. He received his Certification from the College of Financial Planning in 1998.
Marc’s goal is to service the mass affluent and professional marketplace by providing comprehensive financial planning services and products that are not compromised by the outside influences of company affiliations. His practice focuses on the accumulation and preservation of wealth focusing on investment management, estate planning, business succession planning, income tax planning and fringe benefit design and coordination.
Marc lives in Beachwood with his wife Lisa and their children Alexandra, Stephanie and Spencer. They are very active in their community and are strong supporters of the musical arts and enjoy golf and travel.