John Stone is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Settlement Planner with over a decade of experience in settlement and financial planning.
John joined The Forge Companies in 2010 as a member of Forge Consulting’s Case Management staff, earning valuable experience in multiple areas of settlement planning, including structured settlement and traditional annuity planning, government benefits preservation, Medicare Secondary Payer Compliance, trust planning, and Life Care Plan analysis. In 2015, John joined Advocacy Wealth Management as an Investment Advisor Representative assisting clients with their post-settlement financial planning needs. John currently serves as the Director of Financial Planning for Advocacy Wealth Management.
John has been surrounded by the legal profession all his life. After years in private practice, his grandfather, Judge Lowrey S. Stone, served as a Superior Court Judge in the State of Georgia. His father, William S. Stone, has enjoyed a 40+ year career in catastrophic injury litigation. His brothers, Ryals D. Stone and James W. Stone, now work alongside his father as 5th consecutive generation attorneys. Rather than join the “family business”, John chose to focus his efforts on assisting clients with their post-settlement recovery needs. Over the course of his career, John has witnessed the importance of plaintiffs receiving proper advice and planning for their current and future needs. As a Financial Consultant, John educates his clients on how to be good stewards of their money and implement strategies to help mold their settlement plans into long-term financial plans.
John graduated from the University of Georgia in 2010 with a Bachelor of Business Administration in both risk management & insurance and management information systems. John currently holds the following licenses and certificates:
• Life & Health Insurance agent in Georgia, Mississippi, North Carolina, South Carolina, and Tennessee (2012-present)
• Certificate in Financial Planning from The University of Georgia Terry College of Business Executive Program (2014)
• CERTIFIED FINANCIAL PLANNER™ professional (2015-present)
• Investment Advisor Representative (Series 65) (2015-present)
• Registered Settlement Planner designation through Texas Tech University and the Society of Settlement Planners (2018-present)
• Society of Settlement Planners Board of Directors (2018-present)
John grew up in Blakely, Georgia, and currently resides in Roswell, Georgia, with his wife, Kelsey, and his daughters, Adeline, and Blakely. John enjoys spending his spare time with friends and family and attending University of Georgia football games in the fall.
