Amy Stone, Private Financial Advisor

SunTrust Investment Services, Inc.

Amy Stone Photo
Amy Stone, Private Financial Advisor

SunTrust Investment Services, Inc.

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6385 RICHMOND ROAD

LIGHTFOOT, VA 23090

202 NORTH HENRY STREET

WILLIAMSBURG, VA 23185

707 MERRIMAC TRAIL

WILLIAMSBURG, VA 23185

100 Volvo Parkway,

Chesapeake, VA 23320

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About

Amy Stone is a Private Financial Advisor with SunTrust Investment Services, Inc. Amy specializes in wealth accumulation and preservation strategies. She offers business owners, executives and other clients more than eight years of investment management experience. Amy came to SunTrust from Merrill Lynch, where she was a Financial Advisor and an essential, lifelong partner to those who have entrusted her to manage their wealth.

Amy's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. She helps her clients find powerful, innovative ways to connect all of the pieces of their financial life, while stressing a long-term approach to investing based upon asset allocation and diversification. She also follows a disciplined process of assessing a client's financial situation, determining risk tolerance, constructing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. In addition, Amy consults on risk management, retirement planning, estate strategies and other critical wealth management strategies.

Amy is a native of Gloucester, VA and a member of the Gloucester Point Rotary Club. She earned a Bachelor's degree in Business Administration at Christopher Newport University and a Masters of Business Administration from Averett University. In her spare time, Amy enjoys horseback riding and competing with her two horses in long distance races.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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