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Eric Stone Email & Phone Number

Senior Wealth Advisor - Vice President at Citi
Location: Greater Chicago Area, United States 4 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Citi
Role
Senior Wealth Advisor - Vice President
Location
Greater Chicago Area, United States
Company size
10 employees

Who is Eric Stone? Overview

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Quick answer

Eric Stone is listed as Senior Wealth Advisor - Vice President at Citi, a with 10 employees, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Eric Stone.

Eric Stone previously worked as Wealth Advisor - Vice President at Citi and Associate at Citi. Eric Stone holds B.B.A, Finance from The University Of Iowa Tippie College Of Business.

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Citi

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Profile bio

About Eric Stone

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.

Current workplace

Eric Stone's current company

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Citi
Citi
Senior Wealth Advisor - Vice President
Mumbai, Maharashtra
Website
citibank.com
Employees
10
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4 roles

Eric Stone work experience

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Senior Wealth Advisor - Vice President

Current
Citi

New York, New York, Us

Feb 2024 - Present

Wealth Advisor - Vice President

Citi

New York, New York, Us

Mar 2020 - Feb 2024

Associate

Citi

New York, New York, Us

Mar 2017 - Mar 2020
Team & coworkers

Colleagues at Citi

Other employees you can reach at citibank.com. View company contacts for 10 employees →

T" Trevor Trevor "Chase" Caldwell Colleague at CitiTampa, Florida, United States View → SR Sugam R. Sugam R. Colleague at CitiDallas-Fort Worth Metroplex, United States View → ND Nikhil Dev Nikhil Dev Colleague at CitiUnited Arab Emirates View → SV Sivamurugan Viswanathan Sivamurugan Viswanathan Colleague at CitiChennai, Tamil Nadu, India View → RA Rick Alleyne Rick Alleyne Colleague at CitiNew York City Metropolitan Area, United States View → JM Jose Miguel L. Jose Miguel L. Colleague at CitiGreater Tampa Bay Area, United States View → NH Nestor H. Nestor H. Colleague at CitiDallas-Fort Worth Metroplex, United States View → AS Ann Sanchez Ann Sanchez Colleague at CitiJersey City, New Jersey, United States View → SG Suman Gunda Suman Gunda Colleague at CitiIrving, Texas, United States View → NK Nanda Kumar Nanda Kumar Colleague at CitiChennai, Tamil Nadu, India View →
1 education record

Eric Stone education

  • The University Of Iowa Tippie College Of Business
    The University Of Iowa Tippie College Of Business
    Finance
FAQ

Frequently asked questions about Eric Stone

Quick answers generated from the profile data available on this page.

What company does Eric Stone work for?

Eric Stone works for Citi.

What is Eric Stone's role at Citi?

Eric Stone is listed as Senior Wealth Advisor - Vice President at Citi.

Where is Eric Stone based?

Eric Stone is based in Greater Chicago Area, United States while working with Citi.

What companies has Eric Stone worked for?

Eric Stone has worked for Citi and Morgan Stanley Wealth Management.

Who are Eric Stone's colleagues at Citi?

Eric Stone's colleagues at Citi include Trevor "Chase" Caldwell, Sugam R., Nikhil Dev, Sivamurugan Viswanathan, and Rick Alleyne.

How can I contact Eric Stone?

You can use AeroLeads to view verified contact signals for Eric Stone at Citi, including work email, phone, and LinkedIn data when available.

What schools did Eric Stone attend?

Eric Stone holds B.B.A, Finance from The University Of Iowa Tippie College Of Business.

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