Bruce Stone
Login to view DISC.Bruce 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.
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