Eric Stone Email and Phone Number
As a Senior Wealth Advisor, I've been fortunate to play a role in Citi's Global Wealth Management division. My expertise lies in serving high net worth (HNW) and ultra high net worth (UHNW) individuals and families. I specialize in developing comprehensive financial plans that include sophisticated investment management, wealth preservation, and tax optimization strategies tailored to their long-term goals.My dedication to building trusted relationships and collaborating closely with clients reflects my commitment to delivering high quality service. I understand that each client is unique, and I take the time to fully understand their circumstances. This allows me to craft customized wealth management strategies that align with their needs. By prioritizing what matters most to my clients, I aim to consistently provide exceptional results, helping them achieve their financial objectives with confidence.
Citi
View- Website:
- citibank.com
- Employees:
- 10
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Senior Wealth Advisor - Vice PresidentCiti Feb 2024 - PresentNew York, New York, Us -
Wealth Advisor - Vice PresidentCiti Mar 2020 - Feb 2024New York, New York, Us -
AssociateCiti Mar 2017 - Mar 2020New York, New York, Us -
Global Wealth Management InternMorgan Stanley Wealth Management Jun 2014 - Aug 2014New York, Ny, Us
Eric Stone Education Details
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The University Of Iowa Tippie College Of BusinessFinance
Frequently Asked Questions about Eric Stone
What company does Eric Stone work for?
Eric Stone works for Citi
What is Eric Stone's role at the current company?
Eric Stone's current role is Senior Wealth Advisor at Citi Global Wealth Management.
What schools did Eric Stone attend?
Eric Stone attended The University Of Iowa Tippie College Of Business.
Who are Eric Stone's colleagues?
Eric Stone's colleagues are Sheila Whitaker, Quinn Davis, Tejaswi Shinde, Ramkumar Ayyadurai, Nick Lombardo, Kiran Ade, Neeha Kazi.
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