Broker Check
Marcus Stone

Marcus Stone

Senior Financial Planner

Marcus proudly works with many physician families building long-term, family-focused relationships. By taking the time to understand each physician’s individual background and current situation, he uses creative problem-solving to construct a custom-tailored financial plan with a personalized and detailed action plan to be reviewed regularly for accountability. His goal is to help physicians see the bigger picture by addressing both their short and long-term goals through coaching, clear communication, and regular updates relevant to both their unique career paths and the financial industry.

He focuses on providing holistic, comprehensive financial planning for the medical community specializing in aspects like wealth accumulation, tax efficient planning, asset protection, and financial education to empower his clients. His ideal client is someone who desires to work together with a financial advisor long-term, has an outlook of hope for the future, commits to learning, and bettering their financial situation.

Outside of work, he is actively involved in his community and is a board member of the Stop Alzheimer’s Now Foundation and the local Lake Travis Mountain Bike Team. He loves being outdoors, mountain biking, canoeing, playing soccer, drumming, and spending time with his family. He and his wife Meagan live in Lakeway, TX with their two children, Camden and Emery.

*Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.

Marcus is a registered representative and investment advisor representative of Cetera Advisor Networks LLC.