Morgan is a CERTIFIED FINANCIAL PLANNER™ with over twenty years’ experience in the financial services industry. He is passionate about collaborating with his clients so they may achieve their unique life goals with confidence and clarity.Important DisclosureAvidian Wealth Solutions (“AWS”) is a registered investment advisor, and I am an active firm member of AWS (referred to jointly as “We”). This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. We do not provide compensation for “testimonies,” “likes,” or “endorsements” found on this social media platform. Third-party rankings or rating of AWS or any team member will disclose the parameters that were used in the consideration directly under the ranking/rating or via a hyperlink. The opinions expressed herein are those of the author and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of AWS, and are only for general informational purposes as of the date indicated.We believe that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.

Morgan Stone is an independent investment advisor and the president of Stone Wealth Management in Austin TX. Morgan established Stone Wealth Management in 2004 to provide fee-only financial planning solutions to his clients. Morgan and his team do not sell any products that have commissions, such as loaded mutual funds, annuities or cash value life insurance products and do not accept any compensation from the recommendation, sale or purchase of any such financial product. At Stone Wealth Management, team members are compensated solely by clients leaving them free to provide unbiased advice with the clients' best interests at heart. This collaborative relationship has created a loyal and satisfied client base.

Morgan Stone was the Vice President of the Austin Trust Company, the first private trust company to be chartered by the Texas Department of Banking. Locally owned, the Austin Trust Company offers a full range of fiduciary services. As VP, Morgan managed investment management accounts, court-created and testamentary trusts, qualified settlement funds and estate administration accounts for nearly a decade.