About Me

Dave Stone, CRPC™, MBA is a Managing Director/Investments at Stifel and is a member of Stifel’s Chairman’s Council. Prior to joining Stifel, Dave was a Senior Vice President with Morgan Stanley Wealth Management. He has worked exclusively with corporate executives, ultra-high-net-worth families, private equity and hedge funds, and institutional clients covering various asset classes.

Dave began his financial services career more than 25 years ago at J.P. Morgan in investment banking and held senior vice president and director-level positions at Morgan Stanley Wealth Management, Merrill Lynch Wealth Management, and Citigroup Global Markets. He earned a B.S. in Economics and a Master of Business Administration from Clemson University. Dave also holds Series 7, 63, and 65 securities licenses.

Dave resides in New Jersey and South Florida with his wife and four children.

For 2025 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation.