Jamie Stone | MSW Financial Partners
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Jamie Stone, CASL, CLU, ChFC At MSW Financial Partners, we believe that asking tough questions and designing creative solutions is key to securing financial longevity. Jamie Stone’s personable approach in finding those solutions with each client makes him one of the cornerstone Firm Principals at MSW Financial Partners. A graduate of the University of Denver, CO, Jamie earned a BSBA degree in Business Economics with an emphasis in international financial markets. Before he was a Firm Principal with MSW, Jamie was a Partner of Stone Financial Group at their Denver office. He also worked with Northwestern Mutual and Wealth Strategies Group, LLC. where he gained experience using insurance as part of a comprehensive financial strategy. Jamie brought that knowledge of insurance strategy to MSW Financial Partners when he made the transition. He now has over 25 years of experience at MSW Financial Partners and has a proven record of educating clients and providing them with the long-term planning they need to succeed. At MSW Financial Partners, Jamie works with Businesses of all sizes, to coach risk management and financial growth strategies and to organize long-term personal and business planning. Jamie has the keen ability to recognize inefficiencies and come up with solutions that can be implemented, managed, and tracked, thus building long-term relationships with clients. Jaime Stone is also a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. His time spent personally advising in various industries has given him the insight to fundamentally understand the need, cost, and management of executive business plans. Jamie Stone specializes in:
Phone: 303-955-9740 E-mail: jamie@mswfp.com |
