AeroLeads people directory · profile
Sam Stone Email & Phone Number
Paraplanner
at
Severn Financial Advisors, LLC
1 work email found
@fandm.edu
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Paraplanner
Location
Annapolis, Maryland, United States
Who is Sam Stone? Overview
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Quick answer
Sam Stone is listed as Paraplanner at Severn Financial Advisors, LLC, based in Annapolis, Maryland, United States. AeroLeads shows a work email signal at fandm.edu and a matched LinkedIn profile for Sam Stone.
Sam Stone previously worked as Co-Founder and Chief Operating Officer at San Diego Tennis Center and Financial Advisor at Northwestern Mutual. Sam Stone holds Bachelor'S, Government | Spanish Minor from Franklin & Marshall College.
Company email context
Email format at Severn Financial Advisors, LLC
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{first_initial}{last}@fandm.edu
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AeroLeads found 1 current-domain work email signal for Sam Stone. Compare company email patterns before reaching out.
Profile bio
About Sam Stone
Sam Stone is a Paraplanner at Severn Financial Advisors, LLC. He possess expertise in public speaking, program development, nonprofits, community outreach, teaching and 11 more skills. He is proficient in Spanish. Colleagues describe him as "Sam reached out to me as a fellow Alumni of Franklin and Marshall College to chat about financial advice and insurance. This was at the perfect time! I was looking for some advice on how to position myself in a good financial position for my mid-career as well as retirement. Sam was able to both give me some sound retirement advice as well as offer a life insurance product that got me better value for my contributions. Sam was great to work with and was available for each and every question I had in addition to scheduling periodic check-ins to make sure I was on the right path."
Listed skills include Public Speaking, Program Development, Nonprofits, Community Outreach, and 12 others.
Current workplace
Sam Stone's current company
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8 roles
Sam Stone work experience
A career timeline built from the work history available for this profile.
Paraplanner
Current
Nov 2024 - Present
Co-Founder And Chief Operating Officer
Current○ Executes all sales, customer service and marketing strategies○ Drafts, negotiates and manages all contracts and City partnerships○ Coordinates weekly classes, monthly events and all customer engagement
Oct 2018 - Present
Financial Advisor
Building wealth for our clients is just one way our team adds value. Our primary focus is intentional and comprehensive planning giving our clients' families and businesses the freedom to know their finances are secure now and they'll have strategic options down the road whenever they decide to stop working or leave a legacy.One of my initial hesitations.
May 2020 - Nov 2024
Philanthropy Strategist
o Manages philanthropic strategy and special projects for prominent global investor o Leads special projects:- Assigned to Nairobi, Kenya to develop strategy for 200-acre sustainable ag project; built agribusiness production model, comparative crop analysis and farm budget over Q4 2019- Developed data-driven interactive heatmap tool to prioritize KPI.
Oct 2016 - Jun 2020
Assistant Director Of Admissions
o Showcased competitive advantages and unique value of selective $63k per year prepschool to 250+ candidates and families from global 1200 applicant poolo Assisted in $3.5M financial aid budget management, planned and executed recruitment events resulting in over 150 leads per year from diverse K-8 charter, magnet and day schoolso Facilitated 50-student.
Aug 2014 - Jun 2016
Fema Corps Team Leader
o Selected as team leader (at age 22) to manage 10-person team (ages 18-25) immersed in challenging environmentso Deployed to multiple US disaster areas (within 72 hrs) to provide boots on the ground survivor support to individuals in crisiso Forced to adapt quickly and methodically to changing environment (direct supervisor changed 3 times in 11 months).
Jul 2013 - May 2014
Head Counselor
Windridge Tennis & Sports Camps
o Directed residential non-program areas of camp, including camp-wide evening activities and cabin life, ultimately responsible for 100 camperso Trained and managed 25 counselors in proper cabin counseling skills and supervision of camperso Promoted into role in middle of second year, youngest member of management team
Jun 2010 - Aug 2012
2 education records
Sam Stone education
Bachelor'S, Government | Spanish Minor
Franklin & Marshall College
Master Of Arts (M.A.), Nonprofit Leadership And Management
University Of San Diego School Of Leadership And Education Sciences
FAQ
Frequently asked questions about Sam Stone
Quick answers generated from the profile data available on this page.
What company does Sam Stone work for?
Sam Stone works for Severn Financial Advisors, LLC.
What is Sam Stone's role at Severn Financial Advisors, LLC?
Sam Stone is listed as Paraplanner at Severn Financial Advisors, LLC.
What is Sam Stone's email address?
AeroLeads has found 1 work email signal at @fandm.edu for Sam Stone at Severn Financial Advisors, LLC.
Where is Sam Stone based?
Sam Stone is based in Annapolis, Maryland, United States while working with Severn Financial Advisors, LLC.
What companies has Sam Stone worked for?
Sam Stone has worked for Severn Financial Advisors, Llc, San Diego Tennis Center, Northwestern Mutual, Fs Investors, and Suffield Academy.
How can I contact Sam Stone?
You can use AeroLeads to view verified contact signals for Sam Stone at Severn Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sam Stone attend?
Sam Stone holds Bachelor'S, Government | Spanish Minor from Franklin & Marshall College.
What skills is Sam Stone known for?
Sam Stone is listed with skills including Public Speaking, Program Development, Nonprofits, Community Outreach, Teaching, Event Planning, Fundraising, and Research.
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