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Jamie Stone Email & Phone Number

Chief Planning Officer at Means Wealth Management
Location: Greenville, South Carolina, United States 10 work roles 1 school
1 work email found @merceradvisors.com 2 phones found area 847 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@merceradvisors.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Means Wealth Management
Role
Chief Planning Officer
Location
Greenville, South Carolina, United States
Company size
17 employees

Who is Jamie Stone? Overview

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Quick answer

Jamie Stone is listed as Chief Planning Officer at Means Wealth Management, a with 17 employees, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at merceradvisors.com, phone signal with area code 847, and a matched LinkedIn profile for Jamie Stone.

Jamie Stone previously worked as Wealth Advisor at Mercer Global Advisors Inc. and Private Client Consultant at Jpmorgan Chase Bank, Na. Jamie Stone holds Bachelor Of Arts from University Of Washington.

Company email context

Email format at Means Wealth Management

This section adds company-level context without repeating Jamie Stone's masked contact details.

{first}.{last}@merceradvisors.com
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AeroLeads found 1 current-domain work email signal for Jamie Stone. Compare company email patterns before reaching out.

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Profile bio

About Jamie Stone

Jamie Stone is a Chief Planning Officer at Means Wealth Management.

Current workplace

Jamie Stone's current company

Company context helps verify the profile and gives searchers a useful next step.

Means Wealth Management
Means Wealth Management
Chief Planning Officer
bangor, maine, united states
Website
meanswealth.com
Employees
17
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Company profile
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10 roles

Jamie Stone work experience

A career timeline built from the work history available for this profile.

Chief Planning Officer

Current
Means Wealth Management

Greenville, South Carolina, United States

Feb 2022 - Present

Wealth Advisor

Mercer Global Advisors Inc.

Columbus, Ohio Area

Aug 2015 - Jan 2022

Manager, Investment & Retirement Services

Nreca

Arlington, Va

Feb 2013 - Feb 2014

Investment Representative

Nreca

Arlington, Va

Apr 2012 - Jan 2013

Senior Investment Advisor

Nreca

Arlington, Va

Dec 2009 - Apr 2012

Investment Advisor

Nreca

Arlington, Va

Oct 2008 - Dec 2009

Investment Advisor Representative/Insurance Broker

Northwest Retirement Security Group

Marysville, Wa

Jan 2007 - Oct 2008

Investment Advisor Representative/Insurance Broker

Whitfield'S United Insurance Agencies, Inc.

Everett, Wa

Nov 2002 - Dec 2006
Team & coworkers

Colleagues at Means Wealth Management

Other employees you can reach at meanswealth.com. View company contacts for 17 employees →

PB Paul B. Means Paul B. Means Colleague at Means Wealth ManagementBangor, Maine, United States View → AM Alex Means Alex Means Colleague at Means Wealth ManagementGreenville-Spartanburg-Anderson, South Carolina Area, United States View → BM Bruce Metivier Bruce Metivier Colleague at Means Wealth ManagementBangor, Maine, United States View → WE Wesley E. L. Wesley E. L. Colleague at Means Wealth ManagementBangor, Maine, United States View → EB Eric Baker Eric Baker Colleague at Means Wealth ManagementGreenville, South Carolina, United States View → DM David Means, Aif® David Means, Aif® Colleague at Means Wealth ManagementGreenville, South Carolina, United States View → CO Cindy Okeefe Cindy Okeefe Colleague at Means Wealth ManagementBangor, Maine, United States View → LM Laura Mcmahon Laura Mcmahon Colleague at Means Wealth ManagementBangor, Maine, United States View → TH Tj Herlihy, Cpfa® Tj Herlihy, Cpfa® Colleague at Means Wealth ManagementOld Town, Maine, United States View → DC David Cust David Cust Colleague at Means Wealth ManagementBangor, Maine, United States View →
1 education record

Jamie Stone education

FAQ

Frequently asked questions about Jamie Stone

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

What company does Jamie Stone work for?

Jamie Stone works for Means Wealth Management.

What is Jamie Stone's role at Means Wealth Management?

Jamie Stone is listed as Chief Planning Officer at Means Wealth Management.

What is Jamie Stone's email address?

AeroLeads has found 1 work email signal at @merceradvisors.com for Jamie Stone at Means Wealth Management.

What is Jamie Stone's phone number?

AeroLeads has found 2 phone signal(s) with area code 847 for Jamie Stone at Means Wealth Management.

Where is Jamie Stone based?

Jamie Stone is based in Greenville, South Carolina, United States while working with Means Wealth Management.

What companies has Jamie Stone worked for?

Jamie Stone has worked for Means Wealth Management, Mercer Global Advisors Inc., Jpmorgan Chase Bank, Na, Nreca, and Northwest Retirement Security Group.

Who are Jamie Stone's colleagues at Means Wealth Management?

Jamie Stone's colleagues at Means Wealth Management include Paul B. Means, Alex Means, Bruce Metivier, Wesley E. L., and Eric Baker.

How can I contact Jamie Stone?

You can use AeroLeads to view verified contact signals for Jamie Stone at Means Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jamie Stone attend?

Jamie Stone holds Bachelor Of Arts from University Of Washington.

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