Marcus Stone Email & Phone Number

I attended Texas Lutheran University in Seguin, Texas and completed his undergraduate degree in Business Administration. Apart from work, I am actively involved in the community helping others in various organizations and groups.I believe that clients are best served with a holistic, comprehensive approach to financial services. Meeting people where they are at based on their unique backgrounds, upbringings and current situation is the foundation of the relationship. From there, it is my aim to help clients see and realize their short and long term goals with helpful coaching, clear communication and updates on pertinent information relating to my client base and the ever increasingly specialized world of finance.No different than physicians or dentists who subspecialize in a particular area of study, I have become an expert in the needs of physicians and dentists and keeps abreast of the topics facing them on a daily basis. When helping my clients develop a comprehensive strategy, I can employ the following areas of expertise:•Tax Minimization•Retirement Strategies•Asset Protection*•Investment Strategies•Debt Management•Risk Management•Education FundingI am based out of my home city of Austin and travel throughout Texas and the Midwest, basing a portion of my practice out of St. Louis, Missouri. I believe in focusing on building long-term, family focused relationships, with unwavering integrity and construction of a unique financial roadmap to help clients meet their unique needs. I am is a member of NAIFA and am a founding member of the Lone Star Division within North Star.

Systech Group is an international cost consultancy for predominately commericial construction projects. Worked within the recruitment division. During my internship I matched high profile, senior position construction management jobs with candidates we found to be the best fit. Most jobs required relocating candidates to the Middle East, primarily the United Arab Emirates and QatarMy responsibilities in the department included: - Researching and compiling all the information that candidates would need to incorporate themselves into a different culture; i.e. regulations, proper business protocol, key phrases in the foreign language and social norms - Compiling all documents needed for both employment and travel to the foreign country - Marketing work destinations by assembling presentations and concise informational packets; presentations were seen by hundreds of employees within the company and by potential candidates for employment - Assisted in updating databases for the international recruitment team

- Conduct marketing research to identify size and profit potential of pressure washing industry in San Antonio- Market our services to potential customers, handle all aspects of accounting, resource management and customer relations pre- and post-sale- Ensure the highest quality control at all times while performing job- Working only summers, we grew our clientele to 23 households, while more than quadrupling my capital investment