Eileen Stoner, CRPC®, CDFA®
Executive Director, Wealth Management, Financial Advisor, Certified Divorce Financial Analyst, Chartered Retirement Planning Counselor
Phone:
(704) 896-9138(704) 896-9138
The Stoner Group at Morgan Stanley
Direct:
(704) 896-9138(704) 896-9138
Toll-Free:
(833) 582-1804(833) 582-1804
Our Mission Statement
Delivering personalized financial strategies and premium retirement services consistent with your faith, family and financial priorities.
What We Do
The Stoner Group is a first class wealth planning practice that integrates the core values of family, faith and finances into each client relationship, to help individuals and their families achieve their financial goals. We are deeply committed to helping you navigate the complexities of your financial journey, particularly during your pivotal life transitions. As your life evolves, we understand that your financial strategy becomes more complex, and the range of options available to you becomes increasingly sophisticated. To make informed decisions among these choices, it often requires the guidance of an experience team of Financial Advisors – a team that not only comprehends your unique challenges but also has access to top-tier resources that can be effectively harnessed to provide tailored strategies aligned with your specific needs, goals, and circumstances.
With a dedicated focus on life transitions, our team focuses in assisting you through, and beyond, significant life changes, such as Retirement, Divorce, and the loss of a spouse. Within our intergenerational team, we collectively boast 35 years of experience, equipping us with the knowledge and experience required to navigate the intricacies of financial planning in these areas. Several members of our team have achieved professional designations (i.e., Chartered Retirement Planning Counselor℠, Certified Divorce Financial Analyst®) enhancing our ability to address the myriad issues that often accompany these life events. For more details on how we can support you through these transitional phases, please explore the next tabs on our website.
We take immense pride in consistently delivering premium service to our valued clients and find great satisfaction in contributing genuine value to your life. We look forward to the opportunity to learn more about you and be a part of your unique financial journey.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
With a dedicated focus on life transitions, our team focuses in assisting you through, and beyond, significant life changes, such as Retirement, Divorce, and the loss of a spouse. Within our intergenerational team, we collectively boast 35 years of experience, equipping us with the knowledge and experience required to navigate the intricacies of financial planning in these areas. Several members of our team have achieved professional designations (i.e., Chartered Retirement Planning Counselor℠, Certified Divorce Financial Analyst®) enhancing our ability to address the myriad issues that often accompany these life events. For more details on how we can support you through these transitional phases, please explore the next tabs on our website.
We take immense pride in consistently delivering premium service to our valued clients and find great satisfaction in contributing genuine value to your life. We look forward to the opportunity to learn more about you and be a part of your unique financial journey.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Services Include
- Retirement PlanningFootnote1
- Professional Portfolio ManagementFootnote2
- Divorce Financial AnalysisFootnote3
- Wealth ManagementFootnote4
- Estate Planning StrategiesFootnote5
- Qualified Retirement PlansFootnote6
- Financial PlanningFootnote7
- Long Term Care InsuranceFootnote8
- Life InsuranceFootnote9
- Trust AccountsFootnote10
- Cash Management and Lending ProductsFootnote11
- Planning for Education FundingFootnote12
- 529 PlansFootnote13
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Planning Your Future
All things retirement is our full-time focus, and because it is, we strive every day to do it extremely well. Our experienced team will work with you to understand what your priorities are during these crucial years and implement a customized strategy for you. Whether it is planning for retirement, transitioning into retirement, or already managing your assets in retirement, our team is equipped with the resources and the knowledge to help you accomplish your personal and financial goal.
A Simple Six-Step Retirement Checkup
Given recent market volatility, checking in on your retirement plan may make a lot of sense.
Six-Step Retirement Checkup
The Psychological Transition into Retirement
Most retirement preparations focus on financial planning, but it is equally crucial to look at personal considerations and help you with easing the fear of the unknown. Given that many people overlook the psychological adjustments of retirement, we can help you understand why it’s important to be emotionally (not just financially) ready for retirement.
What Kind of Retiree Do You Want to Be?
Risks to Your Retirement
Once you determine what kind of retirement you want, we will work together to take a closer look at the risks that might be standing between you and your retirement goals. No matter how well you save during the accumulation phase, it’s critical to plan how you convert those assets to income. We can help you navigate the challenges that may arise.
Log in to Your Account
Impact of Taxes
The strategies you use when drawing down your retirement savings can have a significant impact on how much you’ll pay in taxes and may help you keep more of the returns. Each retiree’s situation is different but establishing a tax management strategy for your investments can help you retain more of your investment returns.
Tax-Smart Strategies for Your RetirementWomen & Wealth
Our team understand that women today face many challenges securing their financial future. At The Stoner Group, we’re proud to have two highly experienced female financial advisors who have worked closely to support a diverse range of women – from those with a detailed understanding of their finances, to those with little knowledge or experience. Whether you’re a single woman or mother, a divorcee or widow, or a happily married woman in charge of the family’s finances, we are here to assist you in all things financial.
Empowering Women Investors
We partner with women investors to empower them with financial confidence, regardless of where they stand in life’s journey. Women often juggle multiple roles and navigate intricate lives, and we understand the unique financial challenges this can entail. Our mission is to guide you through these challenges as you strive to become a more informed and influential investor.
Women, Wealth & Investing
Planning For a New Beginning
Dealing with the impact of divorce on your financial life can make an emotionally difficult time even more challenging. Although divorce is seldom easy, you can prepare for it- and being prepared will help you feel more in control and better equipped to make informed, confident decisions about your financial future.
Planning for a New Beginning
Taking Control of Your Finances
Divorce or the death of a spouse can turn the best laid financial plans upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be standing on shifting ground.
Taking Control of Your Finances After Divorce or Death of a Spouse
Navigating Divorce
It is important to evaluate the impact divorce can have on both your personal and financial matters. The better you understand your options, the more likely you are to make sound financial decisions. This article will help you learn how to build a solid financial strategy that may help provide you with greater confidence and flexibility in the future.
Weathering DivorceLive and Virtual workshops
We believe ongoing financial education leads to a better understanding of how to manage your assets and preserve your wealth. To that end, throughout the year we host a number of programs that focus on all aspects of your financial life, including a monthly webinar dedicated to female investors.
In addition to in-person programs, we offer webinars and conference calls for our clients and their guests. We create these opportunities so we - and our featured speakers - can share insights and new perspectives on topics that may impact your financial plan and investment portfolio.
In addition to in-person programs, we offer webinars and conference calls for our clients and their guests. We create these opportunities so we - and our featured speakers - can share insights and new perspectives on topics that may impact your financial plan and investment portfolio.
Long-Term Care
In honor of Long Term Care month, join us for lunch and an informative session with Liz Brooks from Brighthouse Financial. Take a moment to learn ways to protect your family, worry less and have resources ready to cover care costs.
Beyond the Headlines
Summer is behind us, and we are hosting “Lunch at the Lake” again. Steve Mazzarell (Director, MFS Funds) will join Chuck Jr. Amy and Eileen as we discuss the news of the day and how it might impact the investment cycles. Reach out to a member of the team to register!
Credit & Debt Management
The second session of Morgan Stanley's Wealth Education for the Next Generation Series will be aimed at empowering you with essential knowledge on credit and debt management so you can understand how to establish credit, understand credit history, demystify credit scores and navigate the world of lending in order to make informed decisions about your financial future.
Access the Replay Here
Introduction to Money & Saving: Building a Strong Financial Foundation
The first session of Morgan Stanley's Wealth Education for the Next Generation Series is an introduction to personal finance with a focus on beginning to build a strong financial foundation. We will discuss goal setting, cash flow, budgeting and saving strategies and the power of compounding interest.
Access the Replay Here
Six Minutes to Savvy
Ladies, are you interested in becoming more informed and confident in your finances? Join us monthly or just drop in for a quick zoom to learn best habits for spending, saving, investing & getting your financial savvy on!
Giving Back to Our Community
A key aspect of our practice is giving back to the community. All members of The Stoner Group are involved in organizations and charities around the Lake Norman area. Please reach out to us to learn more about our goal to give back and scroll down to view some of the organizations we are apart of.
Welcome Home Veterans Military Museum
Welcome Home Veterans Military Museum at Richard's Coffee Shop is a gathering place, support system, living military museum, gift shop, eatery, and 501c3 non-profit dedicated to honoring and advocating for America's veterans, active duty personnel and emergency services personnel. Located in Downtown Mooresville, NC, they are open to the public and welcome not just service members, but all community friends as well.
The Institute for Divorce Financial Analysts
Amy and Eileen proudly volunteer as guest presenters in Lake Norman to help educate women who are going through separation and divorce. The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. Certified Divorce Financial Analysts (CDFAs) are trained in the financial issues that accompany separation and divorce.
WinShape Camps
WinShape camps is the place for kids with fun and faith intentionality. Each year thousands of campers come together across the east coast to experience the life-changing, memory-making, adventure-taking awesomeness that will impact their lives forever.
Food For the Poor, Inc.
Food For The Poor, Inc. is an ecumenical Christian nonprofit organization based in Coconut Creek, Florida, United States that provides food, medicine, and shelter, among other services, to the poor in Latin America and the Caribbean. Food For The Poor, Inc. is a 501 corporation.
Location
17505 W Catawba Ave
Ste 300
Cornelius, NC 28031
US
Direct:
(704) 896-9138(704) 896-9138
Toll-Free:
(833) 582-1804(833) 582-1804
Meet The Stoner Group
Charles M. Stoner
Financial Advisor, Associate Vice President
Phone:
(704) 896-9118(704) 896-9118
Amy Lowe, CDFA®
Financial Advisor
Phone:
(704) 896-9119(704) 896-9119
Charles C. Stoner
Wealth Management Associate
Phone:
(704) 896-9138(704) 896-9138
Teresa Chapman
Senior Registered Client Service Associate
Phone:
(704) 896-9127(704) 896-9127
Cindy Dodge
Team Administrative Assistant
Phone:
(704) 896-9138(704) 896-9138
About Eileen Stoner
Eileen has been serving client families for 26 years and has been recognized by Forbes as a Top Woman Wealth Advisor and Best-In-State Advisor for North Carolina.
As a Chartered Retirement Planning Counselor (CRPC®), Eileen focuses on helping clients build secure retirement strategies. Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income plans for success.
Eileen is also a Certified Divorce Financial Analyst® professional.
A CDFA® professional has specialized skills and experience that enables them to analyze the long-term financial impacts of divorce. For many, divorce is the largest financial transaction of their lives. Eileen can help you navigate through the financial decisions of separation and divorce and guide you as you transition to a new chapter of life.
Eileen can invest the time and expertise you may not have to create strategies to overcome retirement concerns such as “Am I saving enough?” or “How do I turn my investments into income?” or “What is the best approach for healthcare coverage and Social Security?”
Eileen employs a commonsense budget-based approach, which enables her to guide clients in planning for the lifestyle they seek in the future.
As a tightly knit, full-service team of financial professionals, The Stoner Group maintains a high-touch approach to be responsive to your needs. The Stoner Group serves the Lake Norman area including Mooresville, Huntersville, Cornelius, Davidson, Concord, Statesville and Lincolnton as well as the Charlotte area and beyond.
Eileen holds the Series 7, 30, 63 and 65 securities licenses and is accredited to offer insurance and long-term care solutions as well. She received a B.A. in business administration from Rider University in Lawrenceville, NJ. During the workday, Eileen focuses on her clients’ needs. In the evenings and on the weekends, she can be found volunteering or walking in her Lake Norman neighborhood. Eileen is also an active supporter of her church in Mooresville, as well as Food for The Poor and the national non-profit WIFE Womens Institute for Financial Education. She volunteers as a guest presenter on financial matters at the Second Saturday divorce workshop for women in Lake Norman.
2023-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2021 - Forbes Best-in-State Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
2020 - Forbes Top Women Wealth Advisor
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Securities Agent: VA, WA, WI, WV, WY, ID, AL, CO, FL, GA, KY, LA, MA, MO, NC, NJ, OH, OR, PA, SC, TN, TX; General Securities Representative; Investment Advisor Representative
As a Chartered Retirement Planning Counselor (CRPC®), Eileen focuses on helping clients build secure retirement strategies. Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income plans for success.
Eileen is also a Certified Divorce Financial Analyst® professional.
A CDFA® professional has specialized skills and experience that enables them to analyze the long-term financial impacts of divorce. For many, divorce is the largest financial transaction of their lives. Eileen can help you navigate through the financial decisions of separation and divorce and guide you as you transition to a new chapter of life.
Eileen can invest the time and expertise you may not have to create strategies to overcome retirement concerns such as “Am I saving enough?” or “How do I turn my investments into income?” or “What is the best approach for healthcare coverage and Social Security?”
Eileen employs a commonsense budget-based approach, which enables her to guide clients in planning for the lifestyle they seek in the future.
As a tightly knit, full-service team of financial professionals, The Stoner Group maintains a high-touch approach to be responsive to your needs. The Stoner Group serves the Lake Norman area including Mooresville, Huntersville, Cornelius, Davidson, Concord, Statesville and Lincolnton as well as the Charlotte area and beyond.
Eileen holds the Series 7, 30, 63 and 65 securities licenses and is accredited to offer insurance and long-term care solutions as well. She received a B.A. in business administration from Rider University in Lawrenceville, NJ. During the workday, Eileen focuses on her clients’ needs. In the evenings and on the weekends, she can be found volunteering or walking in her Lake Norman neighborhood. Eileen is also an active supporter of her church in Mooresville, as well as Food for The Poor and the national non-profit WIFE Womens Institute for Financial Education. She volunteers as a guest presenter on financial matters at the Second Saturday divorce workshop for women in Lake Norman.
2023-2025 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2021 - Forbes Best-in-State Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
2020 - Forbes Top Women Wealth Advisor
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Securities Agent: VA, WA, WI, WV, WY, ID, AL, CO, FL, GA, KY, LA, MA, MO, NC, NJ, OH, OR, PA, SC, TN, TX; General Securities Representative; Investment Advisor Representative
Securities Agent: AL, MA, OR, OH, MO, WA, CA, WI, VA, NJ, NC, CO, TX, TN, SC, NY, LA, KY, FL, WY, WV, SD, ID, GA, AR, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
About Charles M. Stoner
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth, as well as prepare for your retirement future. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Proudly serving Cornelius, Huntersville, Davidson, Mooresville and the entire Lake Norman area.
Securities Agent: WY, AR, TX, NJ, GA, OR, NY, MO, FL, CA, ID, AL, WA, MA, NC, KY, CO, VA, SC, PA, WI, WV, LA, TN, SD, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
About Amy Lowe
As a Financial Advisor with The Stoner Group, Amy strives to bring first-class customer service to all their clients. Since 2011 when she joined the team, she progressed to her current position from initially serving clients with operational duties and was a liaison with insurance partners.
She holds her Series 7 and 66 securities licenses as well as the Health & Insurance, Medicare & Long-Term Care licenses. She is a Certified Divorce Financial Analyst® and Insurance Planning Director for the team. These designations allow her to further assist clients with the financial concerns associated with transitions in life from divorce to widowhood and everything in between.
She earned her Bachelor of Science from the University of Tennessee in Knoxville. Go Vols! Amy considers herself a forever student- always up for a challenge of learning a new skill or task. She loves spending time outdoors with her family and dogs. She stays busy outside of work watching her two children in their respective sport activities. When time is on her side, she loves to hate to run and strives to stay healthy and active.
Disclaimer:
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
She holds her Series 7 and 66 securities licenses as well as the Health & Insurance, Medicare & Long-Term Care licenses. She is a Certified Divorce Financial Analyst® and Insurance Planning Director for the team. These designations allow her to further assist clients with the financial concerns associated with transitions in life from divorce to widowhood and everything in between.
She earned her Bachelor of Science from the University of Tennessee in Knoxville. Go Vols! Amy considers herself a forever student- always up for a challenge of learning a new skill or task. She loves spending time outdoors with her family and dogs. She stays busy outside of work watching her two children in their respective sport activities. When time is on her side, she loves to hate to run and strives to stay healthy and active.
Disclaimer:
The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
Securities Agent: NJ, MO, ID, CA, TN, PA, CO, OH, VA, GA, AR, WV, WI, NY, KY, WA, SC, LA, WY, SD, OR, MA, FL, AL, TX, NC; General Securities Representative; Investment Advisor Representative
About Charles C. Stoner
In today’s fast-paced world, Chuck knows how difficult it can be to find the time and resources necessary for personal investment planning.
As a husband, father and grandfather he understands what it means to be a family steward, and how important it is for you to take the steps necessary in order to prepare for your family’s financial future.
Following a disciplined wealth management process, Chuck listens carefully to understand your needs before he develops and implements your investment plan. He advises you on changing market conditions and conducts timely reviews to evaluate your portfolio and how it is currently positioned.
Chuck believes that taking a team approach to helping our clients creates the best results and has assembled a team of dedicated professionals to help you make sense out of the complexities of
retirement planning to achieve your financial goals.
Chuck began his career as an investment advisor in 1990 and joined Morgan Stanley in 2021. Over the last 31 years, he has helped individuals and couples to clarify their retirement goals and has designed plans to help them achieve success.
Outside the office, Chuck enjoys spending time with his school age grandsons and fly fishing. The Stoners are 2014 recipients of the investment bank Global Employee Volunteer Award for their work with Food For The Poor.
As a husband, father and grandfather he understands what it means to be a family steward, and how important it is for you to take the steps necessary in order to prepare for your family’s financial future.
Following a disciplined wealth management process, Chuck listens carefully to understand your needs before he develops and implements your investment plan. He advises you on changing market conditions and conducts timely reviews to evaluate your portfolio and how it is currently positioned.
Chuck believes that taking a team approach to helping our clients creates the best results and has assembled a team of dedicated professionals to help you make sense out of the complexities of
retirement planning to achieve your financial goals.
Chuck began his career as an investment advisor in 1990 and joined Morgan Stanley in 2021. Over the last 31 years, he has helped individuals and couples to clarify their retirement goals and has designed plans to help them achieve success.
Outside the office, Chuck enjoys spending time with his school age grandsons and fly fishing. The Stoners are 2014 recipients of the investment bank Global Employee Volunteer Award for their work with Food For The Poor.
About Teresa Chapman
Teresa’s extensive experience in management, operations and client service will serve our clients well. She holds the Series 7, 9, 10, 31, 63 and 66 securities licenses. Teresa joined The Stoner Group in 2016 and delivers a high level of expertise to every aspect of her job. She especially enjoys building relationships with the wonderful client families she serves at The Stoner Group. Teresa lives in Midland, NC. She enjoys gardening, walking her dog, Gracie, as well as curling up with her cat, Abby. Teresa has a grown daughter, two grandsons and a daughter — the lights of her life!
About Cindy Dodge
Cindy brings years of experience to our team and she loves interacting with people and providing excellent customer service. Cindy’s broad background began at the Office of Attorney General for the State of PA. She has also managed a family business from her home and has assisted in the Davenport School District in Iowa. Like many of us who now call North Carolina home, she moved to North Carolina with her husband and youngest son to be closer to family and a warmer climate.
Cindy will be assisting The Stoner Group at Morgan Stanley with scheduling, administrative support and event planning for clients to include educational seminars and speaking engagements. When away from the office, she and her husband often ride to the mountains for a breath of fresh air on their Can Am. Cindy also enjoys volunteering with the Children’s Ministry at her church.
Cindy will be assisting The Stoner Group at Morgan Stanley with scheduling, administrative support and event planning for clients to include educational seminars and speaking engagements. When away from the office, she and her husband often ride to the mountains for a breath of fresh air on their Can Am. Cindy also enjoys volunteering with the Children’s Ministry at her church.
Contact Eileen Stoner
Contact Charles M. Stoner
Contact Amy Lowe
Hear from Our Clients
I write this very heartfelt testimonial about The Stoner Group because they are simply wonderful at their jobs. I spent my entire career in the financial industry in NY and after moving to North Carolina I entrusted all of my finances with the team. They have the ability to be nimble when needed but steady when all is well. They have my full trust and friendship as a result of combining talent with kindness. Suffice it to say, they can do it all, and with a smile.
Steve & Lorraine
Verified ClientDecember 2, 2024
I have worked with Eileen and The Stoner Group for many years. They are always professional, knowledgeable, responsive and caring. I trust them to make recommendations to improve my financial position as I move closer to retirement. They take the time to understand my goals and work diligently to help me achieve them. Their professional and calm style has helped me to maintain a level perspective during the turbulent financial times. I 100% recommend Eileen and The Stoner Group.
Ken
Verified ClientDecember 2, 2024
Beverly and I started working with Chuck and Eileen and the Stoner Group long before I retired from Duke Power. They were instrumental in how I chose my investments to maximize my earnings through the remainder of my career. When I decided to retire from Duke, I met with Chuck, Eileen and the Stoner Group to ensure that I was moving in the right direction. They have met and exceeded my expectations throughout my retirement. We are very pleased with our relationship with the Stoner Group.
Ernie & Beverly
Verified ClientDecember 2, 2024
In 1995 I met Chuck Stoner, Sr. and became a client a year later. Through the years I have dealt with Eileen, Chuck, Jr., Amy, and Teresa. My dealings with all of them have been very professional. I can always expect prompt service. After retiring I moved 500 miles away, so I have not had any face time with them. Any concerns I may have had about my long-distance relationship were put to rest long ago. I overwhelmingly recommend this company.
Ken
Verified ClientDecember 2, 2024
You will never have a more dedicated group of professionals who care for your financial and personal interests like the Stoner Group. We were with the Stoner's when we first started saving for our retirement and we are certain that we would not have been able to retire without their help! Several years ago I had a serious physical issue and when one of the leaders heard about it, he asked to pray with me! I cannot recommend a financial group that is better than the Stoner Group.
Wally & Lucy
Verified ClientJanuary 27, 2025
Divorce feels chaotic. As a stay-at-home wife and mother of grown children, I did not know where to begin when I found out about the divorce. Eileen and The Stoner Group provided the help and guidance I needed to understand the financial steps of divorce and to emerge successfully through it. I highly recommend Eileen for any woman going through divorce. Don’t go it alone.
Linda
Verified ClientJanuary 28, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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Wealth Management
From Our Team
The Stoner Group Brochure
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Stoner Group today.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
12When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
13Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
12When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
13Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures
CRC 6491812 (04/2024)
