Sam Stone work email
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Sam Stone personal email
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."
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ParaplannerSevern Financial Advisors, LlcAnnapolis, Md, Us
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ParaplannerSevern Financial Advisors, Llc Nov 2024 - Present -
Co-Founder And Chief Operating OfficerSan Diego Tennis Center Oct 2018 - Present○ 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 -
Financial AdvisorNorthwestern Mutual May 2020 - Nov 2024Milwaukee, Wi, UsBuilding 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 when meeting with a financial professional was dedicating enough time out of my day to focus on my finances with how busy work can be these days so I try to keep it as simple and straight forward as possible. There is no fee that you have to pay. If nothing else, you’ll walk away with a personalized plan that will tell you what you need to do when you’re ready. -
Philanthropy StrategistFs Investors Oct 2016 - Jun 2020La Jolla, Ca, Uso 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 delivery to 750 schools across San Diego County, mission critical for $3M human trafficking prevention curriculum - Pioneered financial assistance program deploying $45k to 16 families in first of its kind pilot; meticulously measured housing, income, educational outcomes -
Assistant Director Of AdmissionsSuffield Academy Aug 2014 - Jun 2016Suffield, Ct, Uso 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 dorm in residential life, fostered community engagement through team building, events, field trips, academic advising, counselingo Coached varsity tennis leading to first playoff appearance in 8 years -
Fema Corps Team LeaderAmericorps Nccc Jul 2013 - May 2014Washington, Dc, Uso 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) enhancing ability to be level-headed, self-sufficient and resourcefulo Managed team mental health, stamina, internal/external tension, intra-team communication and professional development throughout constant priority adjustments over service period -
Head CounselorWindridge Tennis & Sports Camps Jun 2010 - Aug 2012o 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
Sam Stone Skills
Sam Stone Education Details
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Franklin & Marshall CollegeGovernment | Spanish Minor -
University Of San Diego School Of Leadership And Education SciencesNonprofit Leadership And Management
Frequently Asked Questions about Sam Stone
What company does Sam Stone work for?
Sam Stone works for Severn Financial Advisors, Llc
What is Sam Stone's role at the current company?
Sam Stone's current role is Paraplanner.
What is Sam Stone's email address?
Sam Stone's email address is sa****@****ndm.edu
What schools did Sam Stone attend?
Sam Stone attended Franklin & Marshall College, University Of San Diego School Of Leadership And Education Sciences.
What are some of Sam Stone's interests?
Sam Stone has interest in Knocked Up, Water For Elephants, Roald Dahl's The Bfg, Hugo Sanchez Soccerland Foundation, The Beatles, Community, Humans Of San Diego, Arts And Entertainment, Band, Inside Man.
What skills is Sam Stone known for?
Sam Stone has skills like Public Speaking, Program Development, Nonprofits, Community Outreach, Teaching, Event Planning, Fundraising, Research, Editing, Spanish, Leadership, Organization Skills.
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