Bruce Stone
Judge · DISC type DcBruce Stone is a Principal at StoneKimbro, where he serves as a Strategic Wealth Advisor to high-net-worth business owners. His expertise lies in estate, tax, and business succession planning through a specialized service known as Wealth Logistics. He holds a degree in Finance from the University of Arizona.
Based on his shared content, Bruce appears interested in the broader aspects of life planning beyond finance, such as the potential for volunteering in retirement and helping non-profits attract top-tier leadership. He values creativity in finding financial solutions for his clients.
Unique fact: Bruce was a founder of Financial Freedom Senior Funding Corporation, which grew to become the largest originator of reverse mortgages in the U. S.
Read the full overview →How Bruce shows up
They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships. They put a lot of effort into ensuring personal success.
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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